B.O.S.S. Retirement Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

B.O.S.S. Retirement Advisors’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	$266K	Sell	651 -6	-0.9%	-$2.38K	0.07%	135
2026 Q1	$234K	Buy	657 +37	+6%	+$13.8K	0.07%	155
2025 Q4	$231K	Buy	620 +1	+0.2%	+$370	0.07%	160
2025 Q3	$226K	Sell	619 -91	-13%	-$32.1K	0.05%	179
2025 Q2	$241K	Buy	710 +49	+7%	+$15.4K	0.06%	168
2025 Q1	$203K	Sell	661 -256	-28%	-$82.8K	0.06%	168
2024 Q4	$295K	Buy	+917	New	+$297K	0.08%	142
2024 Q1	–	Sell	-825	Closed	-$216K	–	182
2023 Q4	$216K	Sell	825 -670	-45%	-$164K	0.04%	232
2023 Q3	$351K	Buy	1,495 +276	+23%	+$67.6K	0.08%	196
2023 Q2	$297K	Buy	+1,219	New	+$281K	0.06%	201

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B.O.S.S. Retirement Advisors's IWB Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.91% in Q2 2026, selling an estimated $2.38K and leaving 651 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #135.

B.O.S.S. Retirement Advisors first reported a position in IWB in Q2 2023 and has held it in 10 quarters since. The position peaked at $351K in Q3 2023. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

B.O.S.S. Retirement Advisors held 651 shares of iShares Russell 1000 ETF worth $266K as of Q2 2026.
B.O.S.S. Retirement Advisors sold 6 iShares Russell 1000 ETF shares in Q2 2026, an estimated $2.38K.
iShares Russell 1000 ETF made up 0.07% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #135 holding.
B.O.S.S. Retirement Advisors first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 10 quarters since.
B.O.S.S. Retirement Advisors's iShares Russell 1000 ETF position peaked at $351K in Q3 2023.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.