Ardent Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Ardent Capital 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	$2.22M	Sell	5,427 -475	-8%	-$188K	0.92%	11
2026 Q1	$2.1M	Hold	5,902	–	–	0.9%	11
2025 Q4	$2.2M	Hold	5,902	–	–	0.87%	13
2025 Q3	$2.16M	Sell	5,902 -27	-0.5%	-$9.51K	0.91%	12
2025 Q2	$2.01M	Hold	5,929	–	–	0.97%	12
2025 Q1	$1.82M	Hold	5,929	–	–	0.79%	12
2024 Q4	$1.91M	Hold	5,929	–	–	0.87%	12
2024 Q3	$1.86M	Hold	5,929	–	–	0.85%	12
2024 Q2	$1.76M	Hold	5,929	–	–	0.86%	12
2024 Q1	$1.71M	Hold	5,929	–	–	0.86%	14
2023 Q4	$1.55M	Hold	5,929	–	–	0.81%	15
2023 Q3	$1.39M	Buy	5,929 +4,660	+367%	+$1.14M	0.79%	16
2023 Q2	$309K	Hold	1,269	–	–	0.19%	25
2023 Q1	$286K	Sell	1,269 -324	-20%	-$71.3K	0.21%	25
2022 Q4	$335K	Buy	+1,593	New	+$337K	0.26%	22

Other funds holding IWB

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

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

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Ardent Capital Management's IWB Position: Q2 2026 in Review

Ardent Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 8% in Q2 2026, selling an estimated $188K and leaving 5,427 shares worth $2.22M. The position accounts for 0.92% of the portfolio, ranked #11.

Ardent Capital Management first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. 289 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Ardent Capital Management held 5,427 shares of iShares Russell 1000 ETF worth $2.22M as of Q2 2026.
Ardent Capital Management sold 475 iShares Russell 1000 ETF shares in Q2 2026, an estimated $188K.
iShares Russell 1000 ETF made up 0.92% of Ardent Capital Management's portfolio in Q2 2026, its #11 holding.
Ardent Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
289 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Ardent Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.