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American Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

American Financial 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 		$43.3M Sell
105,848
-2,480
-2% -$983K 5.22% 3
2026
Q1 		$38.6M Sell
108,328
-2,651
-2% -$988K 5.15% 4
2025
Q4 		$41.4M Sell
110,979
-3,509
-3% -$1.3M 5.35% 3
2025
Q3 		$41.8M Sell
114,488
-2,772
-2% -$976K 5.39% 3
2025
Q2 		$39.8M Sell
117,260
-2,408
-2% -$756K 5.56% 4
2025
Q1 		$36.7M Sell
119,668
-2,305
-2% -$745K 5.33% 4
2024
Q4 		$39.3M Sell
121,973
-1,417
-1% -$459K 5.54% 4
2024
Q3 		$38.8M Sell
123,390
-1,577
-1% -$478K 5.3% 5
2024
Q2 		$37.2M Buy
124,967
+6,531
+6% +$1.88M 5.29% 4
2024
Q1 		$34.1M Buy
118,436
+1,145
+1% +$314K 4.81% 5
2023
Q4 		$30.8M Buy
117,291
+1,591
+1% +$390K 4.55% 8
2023
Q3 		$27.2M Buy
115,700
+10,108
+10% +$2.47M 4.28% 9
2023
Q2 		$25.7M Buy
105,592
+36,572
+53% +$8.42M 4.03% 9
2023
Q1 		$15.5M Buy
69,020
+1,742
+3% +$383K 2.53% 13
2022
Q4 		$14.2M Buy
67,278
+2,317
+4% +$490K 2.4% 15
2022
Q3 		$12.8M Buy
64,961
+1,714
+3% +$376K 2.21% 19
2022
Q2 		$13.1M Buy
63,247
+1,501
+2% +$339K 3.49% 13
2022
Q1 		$15.4M Sell
61,746
-62,294
-50% -$15.4M 2.14% 18
2021
Q4 		$32.8M Buy
124,040
+14,666
+13% +$3.77M 4.17% 7
2021
Q3 		$26.4M Sell
109,374
-4,068
-4% -$1.01M 3.53% 10
2021
Q2 		$27.5M Sell
113,442
-3,297
-3% -$777K 3.78% 9
2021
Q1 		$26.1M Sell
116,739
-54,569
-32% -$11.9M 3.88% 9
2020
Q4 		$36.3M Sell
171,308
-3,523
-2% -$703K 5.18% 3
2020
Q3 		$32.7M Sell
174,831
-5,008
-3% -$925K 5.32% 3
2020
Q2 		$32.1M Buy
179,839
+22
+0% +$3.56K 5.14% 3
2020
Q1 		$28.4M Buy
179,817
+48,286
+37% +$8.16M 5.1% 2
2019
Q4 		$21.5M Buy
131,531
+19,923
+18% +$3.4M 3.78% 8
2019
Q3 		$18.4M Sell
111,608
-764
-0.7% -$125K 3.47% 10
2019
Q2 		$18.3M Sell
112,372
-2,343
-2% -$375K 3.57% 10
2019
Q1 		$18M Buy
114,715
+68,240
+147% +$10.3M 3.68% 9
2018
Q4 		$6.45M Buy
+46,475
New +$6.95M 1.41% 23

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

American Financial Advisors's IWB Position: Q2 2026 in Review

American Financial Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 2.3% in Q2 2026, selling an estimated $983K and leaving 105,848 shares worth $43.3M. The position accounts for 5.22% of the portfolio, ranked #3.

American Financial Advisors first reported a position in IWB in Q4 2018 and has held it in 31 quarters since. 400 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • American Financial Advisors held 105,848 shares of iShares Russell 1000 ETF worth $43.3M as of Q2 2026.
  • American Financial Advisors sold 2,480 iShares Russell 1000 ETF shares in Q2 2026, an estimated $983K.
  • iShares Russell 1000 ETF made up 5.22% of American Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • American Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 31 quarters since.
  • 400 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.