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Apollon Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Apollon Wealth Management’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 		$648K Buy
1,584
+2
+0.1% +$793 0.01% 906
2026
Q1 		$564K Sell
1,582
-633
-29% -$236K 0.01% 809
2025
Q4 		$827K Sell
2,215
-308
-12% -$114K 0.01% 653
2025
Q3 		$922K Sell
2,523
-83
-3% -$29.2K 0.02% 593
2025
Q2 		$885K Buy
2,606
+36
+1% +$11.3K 0.02% 585
2025
Q1 		$788K Buy
2,570
+14
+0.5% +$4.53K 0.02% 586
2024
Q4 		$823K Buy
2,556
+852
+50% +$276K 0.02% 585
2024
Q3 		$536K Buy
1,704
+231
+16% +$70K 0.02% 688
2024
Q2 		$438K Sell
1,473
-140
-9% -$40.2K 0.01% 733
2024
Q1 		$465K Sell
1,613
-342
-17% -$93.7K 0.01% 725
2023
Q4 		$513K Buy
1,955
+293
+18% +$71.7K 0.02% 638
2023
Q3 		$390K Sell
1,662
-99
-6% -$24.2K 0.02% 618
2023
Q2 		$429K Sell
1,761
-223
-11% -$51.4K 0.02% 642
2023
Q1 		$447K Buy
1,984
+26
+1% +$5.72K 0.03% 567
2022
Q4 		$412K Sell
1,958
-480
-20% -$102K 0.03% 573
2022
Q3 		$481K Sell
2,438
-47
-2% -$10.3K 0.04% 457
2022
Q2 		$516K Buy
2,485
+4
+0.2% +$904 0.04% 419
2022
Q1 		$620K Sell
2,481
-334
-12% -$82.5K 0.04% 402
2021
Q4 		$744K Buy
2,815
+841
+43% +$216K 0.06% 366
2021
Q3 		$477K Hold
1,974
– – 0.07% 279
2021
Q2 		$478K Buy
1,974
+7
+0.4% +$1.65K 0.09% 223
2021
Q1 		$440K Buy
+1,967
New +$431K 0.09% 218

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

Apollon Wealth Management's IWB Position: Q2 2026 in Review

Apollon Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.13% in Q2 2026, buying an estimated $793 and bringing the position to 1,584 shares worth $648K. The position accounts for 0.01% of the portfolio, ranked #906.

Apollon Wealth Management first reported a position in IWB in Q1 2021 and has held it in 22 quarters since. The position peaked at $922K in Q3 2025. 413 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Apollon Wealth Management held 1,584 shares of iShares Russell 1000 ETF worth $648K as of Q2 2026.
  • Apollon Wealth Management bought 2 iShares Russell 1000 ETF shares in Q2 2026, an estimated $793.
  • iShares Russell 1000 ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #906 holding.
  • Apollon Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 22 quarters since.
  • Apollon Wealth Management's iShares Russell 1000 ETF position peaked at $922K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.