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Allen Mooney & Barnes Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Allen Mooney & Barnes Investment 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 		$688K Buy
1,681
+4
+0.2% +$1.58K 0.1% 83
2026
Q1 		$598K Buy
1,677
+36
+2% +$13.4K 0.09% 94
2025
Q4 		$613K Buy
1,641
+5
+0.3% +$1.85K 0.09% 91
2025
Q3 		$598K Buy
1,636
+4
+0.2% +$1.41K 0.09% 93
2025
Q2 		$554K Buy
1,632
+4
+0.2% +$1.26K 0.09% 98
2025
Q1 		$499K Buy
1,628
+4
+0.2% +$1.29K 0.08% 100
2024
Q4 		$523K Buy
1,624
+5
+0.3% +$1.62K 0.09% 98
2024
Q3 		$509K Sell
1,619
-1,143
-41% -$346K 0.09% 101
2024
Q2 		$822K Buy
2,762
+3
+0.1% +$861 0.15% 75
2024
Q1 		$786K Buy
2,759
+5
+0.2% +$1.37K 0.15% 78
2023
Q4 		$722K Sell
2,754
-137
-5% -$33.5K 0.14% 81
2023
Q3 		$679K Hold
2,891
– – 0.14% 79
2023
Q2 		$705K Buy
2,891
+4
+0.1% +$921 0.16% 75
2023
Q1 		$650K Buy
2,887
+6
+0.2% +$1.32K 0.16% 74
2022
Q4 		$607K Buy
2,881
+7
+0.2% +$1.48K 0.15% 77
2022
Q3 		$567K Buy
2,874
+7
+0.2% +$1.53K 0.15% 76
2022
Q2 		$596K Buy
2,867
+1,567
+121% +$354K 0.15% 79
2022
Q1 		$325K Buy
+1,300
New +$321K 0.07% 120

Other funds holding IWB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's IWB Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.24% in Q2 2026, buying an estimated $1.58K and bringing the position to 1,681 shares worth $688K. The position accounts for 0.1% of the portfolio, ranked #83.

Allen Mooney & Barnes Investment Advisors first reported a position in IWB in Q1 2022 and has held it in 18 quarters since. The position peaked at $822K in Q2 2024. 820 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 1,681 shares of iShares Russell 1000 ETF worth $688K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors bought 4 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.58K.
  • iShares Russell 1000 ETF made up 0.1% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #83 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's iShares Russell 1000 ETF position peaked at $822K in Q2 2024.
  • 820 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.