Balance Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Balance Wealth’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	$1.74M	Sell	4,261 -2	-0%	-$793	0.46%	45
2026 Q1	$1.52M	Buy	4,263 +91	+2%	+$33.9K	0.47%	48
2025 Q4	$1.56M	Sell	4,172 -106	-2%	-$39.3K	0.5%	49
2025 Q3	$1.56M	Sell	4,278 -21	-0.5%	-$7.4K	0.39%	45
2025 Q2	$1.46M	Sell	4,299 -143	-3%	-$44.9K	0.85%	31
2025 Q1	$1.36M	Buy	+4,442	New	+$1.44M	0.89%	32

Other funds holding IWB

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 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

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

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Balance Wealth's IWB Position: Q2 2026 in Review

Balance Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 0.05% in Q2 2026, selling an estimated $793 and leaving 4,261 shares worth $1.74M. The position accounts for 0.46% of the portfolio, ranked #45.

Balance Wealth first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. 460 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Balance Wealth held 4,261 shares of iShares Russell 1000 ETF worth $1.74M as of Q2 2026.
Balance Wealth sold 2 iShares Russell 1000 ETF shares in Q2 2026, an estimated $793.
iShares Russell 1000 ETF made up 0.46% of Balance Wealth's portfolio in Q2 2026, its #45 holding.
Balance Wealth first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
460 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.