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

Alta 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	$602K	Sell	1,469 -206	-12%	-$81.6K	0.16%	102
2026 Q1	$597K	Sell	1,675 -149	-8%	-$55.5K	0.19%	95
2025 Q4	$681K	Buy	1,824 +4	+0.2%	+$1.48K	0.23%	83
2025 Q3	$665K	Sell	1,820 -67	-4%	-$23.6K	0.24%	70
2025 Q2	$641K	Buy	1,887 +1,135	+151%	+$356K	0.3%	51
2025 Q1	$231K	Buy	752 +121	+19%	+$39.1K	0.11%	127
2024 Q4	$203K	Buy	+631	New	+$204K	0.09%	130

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

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

Alta Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 12% in Q2 2026, selling an estimated $81.6K and leaving 1,469 shares worth $602K. The position accounts for 0.16% of the portfolio, ranked #102.

Alta Wealth Advisors first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $681K in Q4 2025. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Alta Wealth Advisors held 1,469 shares of iShares Russell 1000 ETF worth $602K as of Q2 2026.
Alta Wealth Advisors sold 206 iShares Russell 1000 ETF shares in Q2 2026, an estimated $81.6K.
iShares Russell 1000 ETF made up 0.16% of Alta Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Alta Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
Alta Wealth Advisors's iShares Russell 1000 ETF position peaked at $681K in Q4 2025.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.