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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

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

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. 437 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.
  • 437 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.