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ATLas Financial Planning’s iShares Russell 1000 ETF IWB Stock Holding History

ATLas Financial Planning’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 		$1.19M Sell
2,900
-298
-9% -$118K 0.96% 23
2026
Q1 		$1.14M Sell
3,198
-94
-3% -$35K 1.02% 22
2025
Q4 		$1.23M Buy
+3,292
New +$1.22M 1.21% 20

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ATLas Financial Planning's IWB Position: Q2 2026 in Review

ATLas Financial Planning reduced its iShares Russell 1000 ETF (IWB) stake by 9.3% in Q2 2026, selling an estimated $118K and leaving 2,900 shares worth $1.19M. The position accounts for 0.96% of the portfolio, ranked #23.

ATLas Financial Planning first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q4 2025. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • ATLas Financial Planning held 2,900 shares of iShares Russell 1000 ETF worth $1.19M as of Q2 2026.
  • ATLas Financial Planning sold 298 iShares Russell 1000 ETF shares in Q2 2026, an estimated $118K.
  • iShares Russell 1000 ETF made up 0.96% of ATLas Financial Planning's portfolio in Q2 2026, its #23 holding.
  • ATLas Financial Planning first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • ATLas Financial Planning's iShares Russell 1000 ETF position peaked at $1.23M in Q4 2025.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on ATLas Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.