BFG
IWB icon

Beacon Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Beacon Financial Group’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 		$2.83M Sell
6,916
-879
-11% -$348K 0.26% 93
2026
Q1 		$2.78M Sell
7,795
-142
-2% -$52.9K 0.28% 89
2025
Q4 		$2.96M Sell
7,937
-269
-3% -$99.6K 0.29% 84
2025
Q3 		$3M Sell
8,206
-638
-7% -$225K 0.3% 83
2025
Q2 		$3M Sell
8,844
-438
-5% -$137K 0.31% 82
2025
Q1 		$2.85M Buy
9,282
+838
+10% +$271K 0.31% 85
2024
Q4 		$2.72M Sell
8,444
-591
-7% -$191K 0.29% 86
2024
Q3 		$2.84M Buy
9,035
+90
+1% +$27.3K 0.31% 84
2024
Q2 		$2.66M Sell
8,945
-644
-7% -$185K 0.3% 86
2024
Q1 		$2.76M Sell
9,589
-914
-9% -$251K 0.32% 85
2023
Q4 		$2.75M Buy
10,503
+837
+9% +$205K 0.34% 81
2023
Q3 		$2.4M Sell
9,666
-5,990
-38% -$1.47M 0.34% 82
2023
Q2 		$3.77M Sell
15,656
-729
-4% -$168K 0.51% 66
2023
Q1 		$3.69M Sell
16,385
-342
-2% -$75.3K 0.51% 65
2022
Q4 		$3.52M Sell
16,727
-18
-0.1% -$3.81K 0.48% 63
2022
Q3 		$3.35M Buy
16,745
+59
+0.4% +$12.9K 0.52% 56
2022
Q2 		$3.56M Sell
16,686
-78
-0.5% -$17.6K 0.53% 62
2022
Q1 		$4.25M Sell
16,764
-117
-0.7% -$28.9K 0.57% 57
2021
Q4 		$4.49M Sell
16,881
-6,694
-28% -$1.72M 0.58% 53
2021
Q3 		$5.76M Sell
23,575
-220
-0.9% -$54.7K 0.77% 40
2021
Q2 		$5.79M Buy
+23,795
New +$5.61M 0.82% 38

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

Beacon Financial Group's IWB Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares Russell 1000 ETF (IWB) stake by 11% in Q2 2026, selling an estimated $348K and leaving 6,916 shares worth $2.83M. The position accounts for 0.26% of the portfolio, ranked #93.

Beacon Financial Group first reported a position in IWB in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.79M in Q2 2021. 469 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Beacon Financial Group held 6,916 shares of iShares Russell 1000 ETF worth $2.83M as of Q2 2026.
  • Beacon Financial Group sold 879 iShares Russell 1000 ETF shares in Q2 2026, an estimated $348K.
  • iShares Russell 1000 ETF made up 0.26% of Beacon Financial Group's portfolio in Q2 2026, its #93 holding.
  • Beacon Financial Group first reported a position in iShares Russell 1000 ETF in Q2 2021 and has held it in 21 quarters since.
  • Beacon Financial Group's iShares Russell 1000 ETF position peaked at $5.79M in Q2 2021.
  • 469 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.