Act Wealth Management
IWB icon

Act Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Act Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$33.2M Sell
79,833
-1,625
-2% -$675K 9.77% 3
2026
Q2 		$33.4M Buy
81,458
+3,807
+5% +$1.51M 9.8% 4
2026
Q1 		$27.7M Buy
77,651
+1,579
+2% +$588K 9.3% 3
2025
Q4 		$28.4M Sell
76,072
-2,096
-3% -$776K 9.29% 3
2025
Q3 		$28.6M Buy
78,168
+1,321
+2% +$465K 10.01% 3
2025
Q2 		$26.1M Buy
76,847
+2,977
+4% +$934K 11.02% 3
2025
Q1 		$22.7M Sell
73,870
-1,009
-1% -$326K 10.25% 4
2024
Q4 		$24.1M Buy
74,879
+596
+0.8% +$193K 11.28% 3
2024
Q3 		$23.4M Sell
74,283
-643
-0.9% -$195K 10.35% 4
2024
Q2 		$22.3M Sell
74,926
-7,292
-9% -$2.09M 10.97% 4
2024
Q1 		$23.7M Buy
82,218
+749
+0.9% +$205K 11.94% 4
2023
Q4 		$21.4M Buy
81,469
+540
+0.7% +$132K 11.53% 4
2023
Q3 		$19M Sell
80,929
-4,833
-6% -$1.18M 12.76% 4
2023
Q2 		$20.9M Sell
85,762
-2,033
-2% -$468K 11.76% 4
2023
Q1 		$19.8M Buy
87,795
+4,690
+6% +$1.03M 11.76% 4
2022
Q4 		$17.5M Buy
83,105
+2,881
+4% +$610K 11.05% 5
2022
Q3 		$15.8M Buy
80,224
+2,047
+3% +$449K 11.32% 5
2022
Q2 		$16.2M Buy
78,177
+1,633
+2% +$369K 10.62% 6
2022
Q1 		$19.1M Sell
76,544
-20,657
-21% -$5.1M 10.88% 5
2021
Q4 		$25.7M Buy
97,201
+332
+0.3% +$85.5K 14.79% 3
2021
Q3 		$23.4M Hold
96,869
– – 14.49% 3
2021
Q2 		$23.4M Sell
96,869
-3,901
-4% -$919K 14.46% 3
2021
Q1 		$22.6M Sell
100,770
-3,826
-4% -$838K 14.56% 4
2020
Q4 		$22.2M Buy
+104,596
New +$20.9M 14.23% 4

Other funds holding IWB

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Brewster Financial Planning
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Act Wealth Management's IWB Position: Q3 2026 in Review

Act Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 2% in Q3 2026, selling an estimated $675K and leaving 79,833 shares worth $33.2M. The position accounts for 9.77% of the portfolio, ranked #3.

Act Wealth Management first reported a position in IWB in Q4 2020 and has held it in 24 quarters since. The position peaked at $33.4M in Q2 2026. 405 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Act Wealth Management held 79,833 shares of iShares Russell 1000 ETF worth $33.2M as of Q3 2026.
  • Act Wealth Management sold 1,625 iShares Russell 1000 ETF shares in Q3 2026, an estimated $675K.
  • iShares Russell 1000 ETF made up 9.77% of Act Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Act Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 24 quarters since.
  • Act Wealth Management's iShares Russell 1000 ETF position peaked at $33.4M in Q2 2026.
  • 405 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.