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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

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
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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 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. 477 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.
  • 477 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.