Advocate Group’s iShares Russell 1000 ETF IWB Stock Holding History

Advocate Group’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	$222K	Hold	533	–	–	0.03%	116
2026 Q2	$218K	Sell	533 -384	-42%	-$152K	0.03%	120
2026 Q1	$327K	Sell	917 -83	-8%	-$30.9K	0.05%	103
2025 Q4	$373K	Hold	1,000	–	–	0.06%	101
2025 Q3	$365K	Hold	1,000	–	–	0.06%	99
2025 Q2	$340K	Hold	1,000	–	–	0.06%	99
2025 Q1	$307K	Hold	1,000	–	–	0.06%	99
2024 Q4	$322K	Hold	1,000	–	–	0.06%	99
2024 Q3	$314K	Hold	1,000	–	–	0.06%	100
2024 Q2	$298K	Hold	1,000	–	–	0.06%	101
2024 Q1	$288K	Hold	1,000	–	–	0.06%	106
2023 Q4	$262K	Hold	1,000	–	–	0.06%	108
2023 Q3	$235K	Hold	1,000	–	–	0.05%	110
2023 Q2	$244K	Hold	1,000	–	–	0.05%	113
2023 Q1	$225K	Hold	1,000	–	–	0.05%	115
2022 Q4	$211K	Buy	+1,000	New	+$212K	0.05%	115
2022 Q3	–	Sell	-1,000	Closed	-$208K	–	113
2022 Q2	$208K	Buy	+1,000	New	+$226K	0.05%	109

Other funds holding IWB

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Advocate Group's IWB Position: Q3 2026 in Review

Advocate Group held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 533 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #116.

Advocate Group first reported a position in IWB in Q2 2022 and has held it in 17 quarters since. The position peaked at $373K in Q4 2025. 743 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Advocate Group held 533 shares of iShares Russell 1000 ETF worth $222K as of Q3 2026.
Advocate Group left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
iShares Russell 1000 ETF made up 0.03% of Advocate Group's portfolio in Q3 2026, its #116 holding.
Advocate Group first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
Advocate Group's iShares Russell 1000 ETF position peaked at $373K in Q4 2025.
743 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.