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

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

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 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. 455 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.
455 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.