Arax Advisory Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Arax Advisory Partners’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	$5.82M	Buy	14,210 +8,446	+147%	+$3.35M	0.04%	442
2026 Q1	$2.06M	Buy	5,764 +3,688	+178%	+$1.37M	0.06%	272
2025 Q4	$775K	Buy	+2,076	New	+$769K	0.02%	452
2025 Q3	–	Sell	-110	Closed	-$615K	–	3969
2025 Q2	$615K	Hold	110	–	–	0.03%	345
2025 Q1	$33.8K	Buy	110 +14	+15%	+$4.53K	﹤0.01%	1100
2024 Q4	$31K	Hold	96	–	–	﹤0.01%	1048
2024 Q3	$30.2K	Hold	96	–	–	﹤0.01%	921
2024 Q2	$28.6K	Hold	96	–	–	﹤0.01%	863
2024 Q1	$27.7K	Hold	96	–	–	﹤0.01%	612
2023 Q4	$25.2K	Hold	96	–	–	﹤0.01%	611
2023 Q3	$22.6K	Sell	96 -90	-48%	-$22K	﹤0.01%	564
2023 Q2	$45.4K	Sell	186 -57	-23%	-$13.1K	0.01%	476
2023 Q1	$54.8K	Buy	243 +147	+153%	+$32.4K	0.01%	440
2022 Q4	$20.2K	Sell	96 -212	-69%	-$44.9K	﹤0.01%	559
2022 Q3	$61K	Hold	308	–	–	0.01%	397
2022 Q2	$64K	Hold	308	–	–	0.01%	393
2022 Q1	$77K	Buy	308 +95	+45%	+$23.5K	0.01%	385
2021 Q4	$56K	Hold	213	–	–	0.01%	442
2021 Q3	$51K	Hold	213	–	–	0.01%	449
2021 Q2	$52K	Buy	+213	New	+$50.2K	0.01%	457
2020 Q4	$45K	Hold	213	–	–	0.01%	425
2020 Q3	$40K	Hold	213	–	–	0.01%	412
2020 Q2	$37K	Hold	213	–	–	0.01%	406
2020 Q1	$30K	Buy	+213	New	+$36K	0.01%	410
2018 Q3	–	Sell	-755	Closed	-$114K	–	670
2018 Q2	$114K	Hold	755	–	–	0.05%	143
2018 Q1	$110K	Hold	755	–	–	0.06%	128
2017 Q4	$112K	Hold	755	–	–	0.05%	140
2017 Q3	$105K	Hold	755	–	–	0.05%	142
2017 Q2	$102K	Hold	755	–	–	0.05%	154
2017 Q1	$99K	Hold	755	–	–	0.05%	129
2016 Q4	$94K	Buy	+755	New	+$91.8K	0.05%	121

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

Arax Advisory Partners's IWB Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Russell 1000 ETF (IWB) stake by 147% in Q2 2026, buying an estimated $3.35M and bringing the position to 14,210 shares worth $5.82M. The position accounts for 0.04% of the portfolio, ranked #442.

Arax Advisory Partners first reported a position in IWB in Q4 2016 and has held it in 31 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Arax Advisory Partners held 14,210 shares of iShares Russell 1000 ETF worth $5.82M as of Q2 2026.
Arax Advisory Partners bought 8,446 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.35M.
iShares Russell 1000 ETF made up 0.04% of Arax Advisory Partners's portfolio in Q2 2026, its #442 holding.
Arax Advisory Partners first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 31 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.