Auour Investments’s iShares Russell 1000 ETF IWB Stock Holding History

Auour Investments’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	$2.27M	Buy	5,537 +88	+2%	+$34.9K	0.65%	38
2026 Q1	$1.94M	Sell	5,449 -4	-0.1%	-$1.49K	0.61%	38
2025 Q4	$2.04M	Sell	5,453 -26	-0.5%	-$9.63K	0.65%	37
2025 Q3	$2M	Hold	5,479	–	–	0.65%	33
2025 Q2	$1.86M	Sell	5,479 -7	-0.1%	-$2.2K	0.64%	34
2025 Q1	$1.67M	Buy	5,486 +34	+0.6%	+$11K	0.61%	36
2024 Q4	$1.81M	Hold	5,452	–	–	0.63%	37
2024 Q3	$1.74M	Sell	5,452 -165	-3%	-$50K	0.62%	37
2024 Q2	$1.67M	Sell	5,617 -114	-2%	-$32.7K	0.62%	37
2024 Q1	$1.65M	Buy	5,731 +12	+0.2%	+$3.29K	0.61%	36
2023 Q4	$1.53M	Sell	5,719 -85	-1%	-$20.8K	0.6%	37
2023 Q3	$1.38M	Hold	5,804	–	–	0.58%	37
2023 Q2	$1.41M	Buy	+5,804	New	+$1.34M	0.6%	35

Other funds holding IWB

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

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

JIC

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

LWMT

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

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

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Auour Investments's IWB Position: Q2 2026 in Review

Auour Investments increased its iShares Russell 1000 ETF (IWB) stake by 1.6% in Q2 2026, buying an estimated $34.9K and bringing the position to 5,537 shares worth $2.27M. The position accounts for 0.65% of the portfolio, ranked #38.

Auour Investments first reported a position in IWB in Q2 2023 and has held it in 13 quarters since. 750 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Auour Investments held 5,537 shares of iShares Russell 1000 ETF worth $2.27M as of Q2 2026.
Auour Investments bought 88 iShares Russell 1000 ETF shares in Q2 2026, an estimated $34.9K.
iShares Russell 1000 ETF made up 0.65% of Auour Investments's portfolio in Q2 2026, its #38 holding.
Auour Investments first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 13 quarters since.
750 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Auour Investments's 13F filing for Q2 2026, filed 21 Jul 2026.