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Bay Colony Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Bay Colony 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 		$338K Sell
826
-18
-2% -$7.13K 0.04% 352
2026
Q1 		$301K Sell
844
-42
-5% -$15.7K 0.04% 386
2025
Q4 		$331K Sell
886
-65
-7% -$24.1K 0.04% 369
2025
Q3 		$348K Sell
951
-273
-22% -$96.2K 0.04% 361
2025
Q2 		$416K Sell
1,224
-4
-0.3% -$1.26K 0.06% 281
2025
Q1 		$375K Hold
1,228
– – 0.06% 291
2024
Q4 		$396K Sell
1,228
-16
-1% -$5.18K 0.06% 277
2024
Q3 		$391K Buy
1,244
+274
+28% +$83K 0.06% 272
2024
Q2 		$289K Sell
970
-2
-0.2% -$574 0.05% 298
2024
Q1 		$280K Sell
972
-509
-34% -$140K 0.05% 301
2023
Q4 		$388K Sell
1,481
-27
-2% -$6.61K 0.08% 237
2023
Q3 		$354K Buy
1,508
+154
+11% +$37.7K 0.09% 215
2023
Q2 		$330K Sell
1,354
-1,036
-43% -$239K 0.08% 224
2023
Q1 		$530K Sell
2,390
-530
-18% -$117K 0.14% 149
2022
Q4 		$615K Sell
2,920
-2,030
-41% -$430K 0.16% 148
2022
Q3 		$977K Sell
4,950
-1,414
-22% -$310K 0.29% 90
2022
Q2 		$1.45M Sell
6,364
-23
-0.4% -$5.2K 0.37% 62
2022
Q1 		$1.6M Buy
6,387
+5,263
+468% +$1.3M 0.38% 68
2021
Q4 		$297K Buy
1,124
+2
+0.2% +$515 0.08% 268
2021
Q3 		$271K Buy
+1,122
New +$279K 0.09% 278
2019
Q4 		– Sell
-1,224
Closed -$201K – 271
2019
Q3 		$201K Buy
+1,224
New +$201K 0.14% 238
2018
Q3 		– Sell
-1,075
Closed -$163K – 551
2018
Q2 		$163K Buy
+1,075
New +$162K 0.12% 181

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

Bay Colony Advisors's IWB Position: Q2 2026 in Review

Bay Colony Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 2.1% in Q2 2026, selling an estimated $7.13K and leaving 826 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #352.

Bay Colony Advisors first reported a position in IWB in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.6M in Q1 2022. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Bay Colony Advisors held 826 shares of iShares Russell 1000 ETF worth $338K as of Q2 2026.
  • Bay Colony Advisors sold 18 iShares Russell 1000 ETF shares in Q2 2026, an estimated $7.13K.
  • iShares Russell 1000 ETF made up 0.04% of Bay Colony Advisors's portfolio in Q2 2026, its #352 holding.
  • Bay Colony Advisors first reported a position in iShares Russell 1000 ETF in Q2 2018 and has held it in 22 quarters since.
  • Bay Colony Advisors's iShares Russell 1000 ETF position peaked at $1.6M in Q1 2022.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.