Asset Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

Asset Advisory Group’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	$643K	Sell	1,570 -13	-0.8%	-$5.15K	0.28%	60
2026 Q1	$565K	Buy	1,583 +2	+0.1%	+$745	0.28%	57
2025 Q4	$591K	Buy	+1,581	New	+$586K	0.3%	57

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 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

Asset Advisory Group's IWB Position: Q2 2026 in Review

Asset Advisory Group reduced its iShares Russell 1000 ETF (IWB) stake by 0.82% in Q2 2026, selling an estimated $5.15K and leaving 1,570 shares worth $643K. The position accounts for 0.28% of the portfolio, ranked #60.

Asset Advisory Group first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Asset Advisory Group held 1,570 shares of iShares Russell 1000 ETF worth $643K as of Q2 2026.
Asset Advisory Group sold 13 iShares Russell 1000 ETF shares in Q2 2026, an estimated $5.15K.
iShares Russell 1000 ETF made up 0.28% of Asset Advisory Group's portfolio in Q2 2026, its #60 holding.
Asset Advisory Group first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.