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Atlantic Edge Private Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Atlantic Edge Private Wealth Management’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 		$26.6K Hold
65
– – 0.01% 308
2026
Q1 		$23.2K Hold
65
– – 0.01% 302
2025
Q4 		$24.3K Hold
65
– – 0.01% 290
2025
Q3 		$23.8K Hold
65
– – 0.01% 291
2025
Q2 		$22.1K Hold
65
– – 0.01% 290
2025
Q1 		$19.9K Hold
65
– – 0.01% 284
2024
Q4 		$20.9K Hold
65
– – 0.01% 271
2024
Q3 		$20.4K Hold
65
– – 0.01% 265
2024
Q2 		$19.3K Hold
65
– – 0.01% 254
2024
Q1 		$18.7K Hold
65
– – 0.01% 255
2023
Q4 		$17K Buy
+65
New +$15.9K 0.01% 250

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

Atlantic Edge Private Wealth Management's IWB Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 65 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #308.

Atlantic Edge Private Wealth Management first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 437 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 65 shares of iShares Russell 1000 ETF worth $26.6K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #308 holding.
  • Atlantic Edge Private Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 437 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.