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 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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Advocate Group's IWB Position: Q2 2026 in Review

Advocate Group reduced its iShares Russell 1000 ETF (IWB) stake by 42% in Q2 2026, selling an estimated $152K and leaving 533 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #120.

Advocate Group first reported a position in IWB in Q2 2022 and has held it in 16 quarters since. The position peaked at $373K in Q4 2025. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Advocate Group held 533 shares of iShares Russell 1000 ETF worth $218K as of Q2 2026.
Advocate Group sold 384 iShares Russell 1000 ETF shares in Q2 2026, an estimated $152K.
iShares Russell 1000 ETF made up 0.03% of Advocate Group's portfolio in Q2 2026, its #120 holding.
Advocate Group first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 16 quarters since.
Advocate Group's iShares Russell 1000 ETF position peaked at $373K in Q4 2025.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.