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Baring Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Baring Financial’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
Q3 		$450K Hold
1,082
– – 0.24% 58
2026
Q2 		$443K Hold
1,082
– – 0.24% 58
2026
Q1 		$386K Buy
1,082
+1
+0.1% +$373 0.24% 58
2025
Q4 		$404K Hold
1,081
– – 0.25% 57
2025
Q3 		$395K Sell
1,081
-181
-14% -$63.8K 0.27% 55
2025
Q2 		$429K Hold
1,262
– – 0.32% 50
2025
Q1 		$387K Hold
1,262
– – 0.33% 50
2024
Q4 		$406K Buy
+1,262
New +$409K 0.36% 51

Other funds holding IWB

National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Baring Financial's IWB Position: Q3 2026 in Review

Baring Financial held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 1,082 shares worth $450K. The position accounts for 0.24% of the portfolio, ranked #58.

Baring Financial first reported a position in IWB in Q4 2024 and has held it in 8 quarters since. 688 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Baring Financial held 1,082 shares of iShares Russell 1000 ETF worth $450K as of Q3 2026.
  • Baring Financial left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 0.24% of Baring Financial's portfolio in Q3 2026, its #58 holding.
  • Baring Financial first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 8 quarters since.
  • 688 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Baring Financial's 13F filing for Q3 2026, filed 7 Oct 2026.