Bar Harbor Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Bar Harbor Wealth Management’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	$337K	Hold	822	–	–	0.02%	214
2026 Q1	$293K	Hold	822	–	–	0.02%	224
2025 Q4	$307K	Hold	822	–	–	0.02%	222
2025 Q3	$300K	Hold	822	–	–	0.02%	220
2025 Q2	$279K	Hold	822	–	–	0.02%	217
2025 Q1	$252K	Hold	822	–	–	0.02%	226
2024 Q4	$265K	Hold	822	–	–	0.02%	220
2024 Q3	$258K	Hold	822	–	–	0.02%	238
2024 Q2	$245K	Hold	822	–	–	0.02%	235
2024 Q1	$237K	Hold	822	–	–	0.02%	236
2023 Q4	$216K	Buy	+822	New	+$201K	0.02%	236
2023 Q3	–	Sell	-822	Closed	-$200K	–	257
2023 Q2	$200K	Buy	+822	New	+$189K	0.02%	244

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

Bar Harbor Wealth Management's IWB Position: Q2 2026 in Review

Bar Harbor Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 822 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #214.

Bar Harbor Wealth Management first reported a position in IWB in Q2 2023 and has held it in 12 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Bar Harbor Wealth Management held 822 shares of iShares Russell 1000 ETF worth $337K as of Q2 2026.
Bar Harbor Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.02% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #214 holding.
Bar Harbor Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 12 quarters since.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.