Astoria Strategic Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Astoria Strategic Wealth’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	$428K	Hold	1,046	–	–	0.1%	29
2026 Q1	$373K	Hold	1,046	–	–	0.09%	30
2025 Q4	$391K	Sell	1,046 -218	-17%	-$80.7K	0.1%	29
2025 Q3	$462K	Hold	1,264	–	–	0.12%	27
2025 Q2	$429K	Hold	1,264	–	–	0.12%	27
2025 Q1	$388K	Hold	1,264	–	–	0.11%	27
2024 Q4	$407K	Sell	1,264 -572	-31%	-$185K	0.12%	27
2024 Q3	$577K	Sell	1,836 -492	-21%	-$149K	0.17%	25
2024 Q2	$693K	Hold	2,328	–	–	0.21%	22
2024 Q1	$671K	Hold	2,328	–	–	0.21%	22
2023 Q4	$611K	Sell	2,328 -798	-26%	-$195K	0.21%	22
2023 Q3	$734K	Hold	3,126	–	–	0.28%	21
2023 Q2	$762K	Hold	3,126	–	–	0.28%	21
2023 Q1	$704K	Hold	3,126	–	–	0.27%	22
2022 Q4	$658K	Hold	3,126	–	–	0.28%	25
2022 Q3	$617K	Hold	3,126	–	–	0.28%	25
2022 Q2	$649K	Hold	3,126	–	–	0.29%	24
2022 Q1	$782K	Hold	3,126	–	–	0.31%	26
2021 Q4	$827K	Hold	3,126	–	–	0.32%	26
2021 Q3	$756K	Hold	3,126	–	–	0.34%	19
2021 Q2	$765K	Sell	3,126 -462	-13%	-$109K	0.35%	20
2021 Q1	$803K	Hold	3,588	–	–	0.41%	18
2020 Q4	$760K	Hold	3,588	–	–	0.41%	18
2020 Q3	$699K	Hold	3,588	–	–	0.41%	17
2020 Q2	$629K	Hold	3,588	–	–	0.4%	17
2020 Q1	$508K	Sell	3,588 -531	-13%	-$89.8K	0.39%	22
2019 Q4	$739K	Buy	+4,119	New	+$703K	0.53%	20

Other funds holding IWB

MRC

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

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Astoria Strategic Wealth's IWB Position: Q2 2026 in Review

Astoria Strategic Wealth held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,046 shares worth $428K. The position accounts for 0.1% of the portfolio, ranked #29.

Astoria Strategic Wealth first reported a position in IWB in Q4 2019 and has held it in 27 quarters since. The position peaked at $827K in Q4 2021. 408 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Astoria Strategic Wealth held 1,046 shares of iShares Russell 1000 ETF worth $428K as of Q2 2026.
Astoria Strategic Wealth left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.1% of Astoria Strategic Wealth's portfolio in Q2 2026, its #29 holding.
Astoria Strategic Wealth first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 27 quarters since.
Astoria Strategic Wealth's iShares Russell 1000 ETF position peaked at $827K in Q4 2021.
408 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Astoria Strategic Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.