Atlas Brown’s iShares Russell 1000 ETF IWB Stock Holding History

Atlas Brown’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	$375K	Hold	900	–	–	0.1%	174
2026 Q2	$369K	Sell	900 -100	-10%	-$39.6K	0.1%	177
2026 Q1	$357K	Sell	1,000 -200	-17%	-$74.5K	0.11%	170
2025 Q4	$448K	Sell	1,200 -39	-3%	-$14.4K	0.13%	146
2025 Q3	$453K	Hold	1,239	–	–	0.13%	142
2025 Q2	$421K	Hold	1,239	–	–	0.14%	147
2025 Q1	$380K	Hold	1,239	–	–	0.13%	148
2024 Q4	$399K	Hold	1,239	–	–	0.14%	143
2024 Q3	$390K	Hold	1,239	–	–	0.13%	144
2024 Q2	$369K	Hold	1,239	–	–	0.13%	145
2024 Q1	$357K	Hold	1,239	–	–	0.13%	146
2023 Q4	$325K	Hold	1,239	–	–	0.13%	137
2023 Q3	$291K	Buy	1,239 +17	+1%	+$4.16K	0.13%	141
2023 Q2	$298K	Hold	1,222	–	–	0.13%	143
2023 Q1	$275K	Hold	1,222	–	–	0.13%	151
2022 Q4	$257K	Hold	1,222	–	–	0.13%	150
2022 Q3	$241K	Hold	1,222	–	–	0.12%	149
2022 Q2	$254K	Hold	1,222	–	–	0.12%	149
2022 Q1	$306K	Sell	1,222 -1,200	-50%	-$296K	0.12%	145
2021 Q4	$640K	Hold	2,422	–	–	0.25%	113
2021 Q3	$585K	Hold	2,422	–	–	0.25%	115
2021 Q2	$586K	Hold	2,422	–	–	0.25%	110
2021 Q1	$542K	Hold	2,422	–	–	0.26%	107
2020 Q4	$513K	Buy	+2,422	New	+$483K	0.27%	104

Other funds holding IWB

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 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

Atlas Brown's IWB Position: Q3 2026 in Review

Atlas Brown held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 900 shares worth $375K. The position accounts for 0.1% of the portfolio, ranked #174.

Atlas Brown first reported a position in IWB in Q4 2020 and has held it in 24 quarters since. The position peaked at $640K in Q4 2021. 688 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Atlas Brown held 900 shares of iShares Russell 1000 ETF worth $375K as of Q3 2026.
Atlas Brown left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
iShares Russell 1000 ETF made up 0.1% of Atlas Brown's portfolio in Q3 2026, its #174 holding.
Atlas Brown first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 24 quarters since.
Atlas Brown's iShares Russell 1000 ETF position peaked at $640K in Q4 2021.
688 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.