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Beacon Investment Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

Beacon Investment Advisory Services’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 		$11.1K Hold
27
– – ﹤0.01% 618
2026
Q1 		$9.63K Buy
+27
New +$10.1K ﹤0.01% 645
2022
Q1 		– Sell
-920
Closed -$243K – 304
2021
Q4 		$243K Buy
+920
New +$237K 0.01% 277

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
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
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Beacon Investment Advisory Services's IWB Position: Q2 2026 in Review

Beacon Investment Advisory Services held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 27 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Beacon Investment Advisory Services first reported a position in IWB in Q4 2021 and has held it in 3 quarters since. The position peaked at $243K in Q4 2021. 419 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Beacon Investment Advisory Services held 27 shares of iShares Russell 1000 ETF worth $11.1K as of Q2 2026.
  • Beacon Investment Advisory Services left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #618 holding.
  • Beacon Investment Advisory Services first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's iShares Russell 1000 ETF position peaked at $243K in Q4 2021.
  • 419 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.