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AGH Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

AGH Wealth Advisors’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 		$256K Hold
625
– – 0.16% 113
2026
Q1 		$223K Hold
625
– – 0.16% 115
2025
Q4 		$233K Hold
625
– – 0.18% 103
2025
Q3 		$228K Hold
625
– – 0.17% 112
2025
Q2 		$212K Buy
+625
New +$196K 0.17% 122
2025
Q1 		– Sell
-625
Closed -$201K – 122
2024
Q4 		$201K Buy
+625
New +$202K 0.19% 111

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 29.2% 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

AGH Wealth Advisors's IWB Position: Q2 2026 in Review

AGH Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 625 shares worth $256K. The position accounts for 0.16% of the portfolio, ranked #113.

AGH Wealth Advisors first reported a position in IWB in Q4 2024 and has held it in 6 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • AGH Wealth Advisors held 625 shares of iShares Russell 1000 ETF worth $256K as of Q2 2026.
  • AGH Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.16% of AGH Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • AGH Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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