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

Affinity 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 Q2	$267K	Hold	652	–	–	0.03%	100
2026 Q1	$232K	Sell	652 -13	-2%	-$4.84K	0.04%	93
2025 Q4	$248K	Hold	665	–	–	0.04%	93
2025 Q3	$243K	Hold	665	–	–	0.04%	90
2025 Q2	$226K	Hold	665	–	–	0.04%	94
2025 Q1	$204K	Hold	665	–	–	0.04%	95
2024 Q4	$214K	Hold	665	–	–	0.04%	96
2024 Q3	$209K	Buy	+665	New	+$201K	0.04%	103

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Affinity Wealth Management's IWB Position: Q2 2026 in Review

Affinity Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 652 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #100.

Affinity Wealth Management first reported a position in IWB in Q3 2024 and has held it in 8 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Affinity Wealth Management held 652 shares of iShares Russell 1000 ETF worth $267K as of Q2 2026.
Affinity Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.03% of Affinity Wealth Management's portfolio in Q2 2026, its #100 holding.
Affinity Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 8 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.