Beaird Harris Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Beaird Harris 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	$203K	Hold	496	–	–	0.01%	141
2026 Q1	$177K	Hold	496	–	–	0.01%	138
2025 Q4	$185K	Hold	496	–	–	0.01%	136
2025 Q3	$181K	Sell	496 -124	-20%	-$43.7K	0.01%	133
2025 Q2	$211K	Sell	620 -130	-17%	-$40.8K	0.02%	127
2025 Q1	$230K	Buy	750 +158	+27%	+$51.1K	0.02%	118
2024 Q4	$191K	Sell	592 -61	-9%	-$19.8K	0.02%	131
2024 Q3	$205K	Buy	653 +1	+0.2%	+$303	0.02%	129
2024 Q2	$194K	Sell	652 -12	-2%	-$3.44K	0.02%	124
2024 Q1	$191K	Sell	664 -107	-14%	-$29.3K	0.02%	121
2023 Q4	$202K	Sell	771 -40	-5%	-$9.79K	0.02%	107
2023 Q3	$191K	Hold	811	–	–	0.02%	99
2023 Q2	$198K	Buy	811 +1	+0.1%	+$230	0.02%	99
2023 Q1	$183K	Hold	810	–	–	0.03%	88
2022 Q4	$170K	Buy	810 +1	+0.1%	+$212	0.03%	95
2022 Q3	$160K	Buy	809 +2	+0.2%	+$439	0.04%	88
2022 Q2	$168K	Sell	807 -153	-16%	-$34.6K	0.05%	71
2022 Q1	$240K	Buy	960 +1	+0.1%	+$247	0.09%	77
2021 Q4	$254K	Buy	+959	New	+$247K	0.09%	100

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beaird Harris Wealth Management's IWB Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 496 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #141.

Beaird Harris Wealth Management first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. The position peaked at $254K in Q4 2021. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Beaird Harris Wealth Management held 496 shares of iShares Russell 1000 ETF worth $203K as of Q2 2026.
Beaird Harris Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #141 holding.
Beaird Harris Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's iShares Russell 1000 ETF position peaked at $254K in Q4 2021.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.