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Advus Financial Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Advus Financial Partners’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 		$380K Hold
927
– – 0.09% 162
2026
Q1 		$330K Hold
927
– – 0.08% 175
2025
Q4 		$346K Hold
927
– – 0.08% 168
2025
Q3 		$339K Sell
927
-38
-4% -$13.4K 0.08% 179
2025
Q2 		$328K Buy
965
+38
+4% +$11.9K 0.08% 179
2025
Q1 		$284K Hold
927
– – 0.08% 178
2024
Q4 		$299K Hold
927
– – 0.08% 167
2024
Q3 		$291K Sell
927
-83
-8% -$25.1K 0.08% 162
2024
Q2 		$300K Hold
1,010
– – 0.09% 144
2024
Q1 		$291K Sell
1,010
-382
-27% -$105K 0.09% 151
2023
Q4 		$365K Sell
1,392
-60
-4% -$14.7K 0.13% 107
2023
Q3 		$341K Hold
1,452
– – 0.13% 96
2023
Q2 		$354K Hold
1,452
– – 0.14% 96
2023
Q1 		$327K Sell
1,452
-804
-36% -$177K 0.14% 97
2022
Q4 		$475K Hold
2,256
– – 0.21% 73
2022
Q3 		$445K Buy
2,256
+136
+6% +$29.8K 0.24% 64
2022
Q2 		$440K Buy
2,120
+612
+41% +$138K 0.23% 65
2022
Q1 		$377K Buy
+1,508
New +$372K 0.19% 74
2021
Q3 		$399K Buy
+1,508
New +$375K 0.22% 57

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advus Financial Partners's IWB Position: Q2 2026 in Review

Advus Financial Partners held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 927 shares worth $380K. The position accounts for 0.09% of the portfolio, ranked #162.

Advus Financial Partners first reported a position in IWB in Q3 2021 and has held it in 19 quarters since. The position peaked at $475K in Q4 2022. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Advus Financial Partners held 927 shares of iShares Russell 1000 ETF worth $380K as of Q2 2026.
  • Advus Financial Partners left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.09% of Advus Financial Partners's portfolio in Q2 2026, its #162 holding.
  • Advus Financial Partners first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners's iShares Russell 1000 ETF position peaked at $475K in Q4 2022.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Advus Financial Partners's 13F filing for Q2 2026, filed 25 Aug 2026.