Align Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Align Financial’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	$741K	Buy	+1,780	New	+$740K	0.35%	35

Other funds holding IWB

MLFP

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

HFA

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Align Financial's IWB Position: Q3 2026 in Review

Align Financial opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2026: 1,780 shares worth $741K. The stake represents 0.35% of the portfolio and ranks #35 among its holdings.

267 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Align Financial held 1,780 shares of iShares Russell 1000 ETF worth $741K as of Q3 2026.
iShares Russell 1000 ETF was a new Align Financial position in Q3 2026.
iShares Russell 1000 ETF made up 0.35% of Align Financial's portfolio in Q3 2026, its #35 holding.
267 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.