Aspect Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Aspect 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 Q3	$292K	Hold	702	–	–	0.11%	67
2026 Q2	$287K	Hold	702	–	–	0.11%	68
2026 Q1	$250K	Hold	702	–	–	0.1%	68
2025 Q4	$262K	Hold	702	–	–	0.11%	70
2025 Q3	$257K	Hold	702	–	–	0.12%	71
2025 Q2	$238K	Hold	702	–	–	0.12%	76
2025 Q1	$215K	Hold	702	–	–	0.12%	71
2024 Q4	$226K	Hold	702	–	–	0.13%	68
2024 Q3	$221K	Hold	702	–	–	0.12%	66
2024 Q2	$209K	Hold	702	–	–	0.12%	71
2024 Q1	$202K	Hold	702	–	–	0.16%	69
2023 Q4	$184K	Buy	+702	New	+$172K	0.12%	69

Other funds holding IWB

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Aspect Partners's IWB Position: Q3 2026 in Review

Aspect Partners held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 702 shares worth $292K. The position accounts for 0.11% of the portfolio, ranked #67.

Aspect Partners first reported a position in IWB in Q4 2023 and has held it in 12 quarters since. 491 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Aspect Partners held 702 shares of iShares Russell 1000 ETF worth $292K as of Q3 2026.
Aspect Partners left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
iShares Russell 1000 ETF made up 0.11% of Aspect Partners's portfolio in Q3 2026, its #67 holding.
Aspect Partners first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 12 quarters since.
491 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.