Ares Financial Consulting’s iShares Russell 1000 ETF IWB Stock Holding History

Ares Financial Consulting’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	$410	Hold	1	–	–	﹤0.01%	1095
2026 Q1	$359	Hold	1	–	–	﹤0.01%	1032
2025 Q4	$373	Buy	+1	New	+$370	﹤0.01%	864

Other funds holding IWB

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

LWMT

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Ares Financial Consulting's IWB Position: Q2 2026 in Review

Ares Financial Consulting held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1 share worth $410. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Ares Financial Consulting first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. 906 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Ares Financial Consulting held 1 share of iShares Russell 1000 ETF worth $410 as of Q2 2026.
Ares Financial Consulting left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #1095 holding.
Ares Financial Consulting first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.