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Beirne Wealth Consulting Services’s iShares Russell 1000 ETF IWB Stock Holding History

Beirne Wealth Consulting 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 		$411K Sell
1,003
-102
-9% -$40.4K 0.08% 68
2026
Q1 		$394K Sell
1,105
-226
-17% -$84.2K 0.11% 79
2025
Q4 		$497K Sell
1,331
-138
-9% -$51.1K 0.14% 67
2025
Q3 		$537K Hold
1,469
– – 0.13% 96
2025
Q2 		$499K Buy
1,469
+435
+42% +$137K 0.16% 66
2025
Q1 		$317K Sell
1,034
-14
-1% -$4.53K 0.11% 76
2024
Q4 		$338K Buy
1,048
+2
+0.2% +$648 0.12% 77
2024
Q3 		$329K Sell
1,046
-139
-12% -$42.1K 0.12% 76
2024
Q2 		$353K Sell
1,185
-131
-10% -$37.6K 0.14% 73
2024
Q1 		$379K Buy
1,316
+25
+2% +$6.85K 0.16% 68
2023
Q4 		$339K Sell
1,291
-453
-26% -$111K 0.17% 99
2023
Q3 		$425K Hold
1,744
– – 0.34% 59
2023
Q2 		$425K Sell
1,744
-68
-4% -$15.7K 0.34% 59
2023
Q1 		$408K Sell
1,812
-158
-8% -$34.8K 0.29% 67
2022
Q4 		$415K Sell
1,970
-554
-22% -$117K 0.2% 61
2022
Q3 		$498K Buy
+2,524
New +$554K 0.19% 60

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

Beirne Wealth Consulting Services's IWB Position: Q2 2026 in Review

Beirne Wealth Consulting Services reduced its iShares Russell 1000 ETF (IWB) stake by 9.2% in Q2 2026, selling an estimated $40.4K and leaving 1,003 shares worth $411K. The position accounts for 0.08% of the portfolio, ranked #68.

Beirne Wealth Consulting Services first reported a position in IWB in Q3 2022 and has held it in 16 quarters since. The position peaked at $537K in Q3 2025. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Beirne Wealth Consulting Services held 1,003 shares of iShares Russell 1000 ETF worth $411K as of Q2 2026.
  • Beirne Wealth Consulting Services sold 102 iShares Russell 1000 ETF shares in Q2 2026, an estimated $40.4K.
  • iShares Russell 1000 ETF made up 0.08% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #68 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares Russell 1000 ETF in Q3 2022 and has held it in 16 quarters since.
  • Beirne Wealth Consulting Services's iShares Russell 1000 ETF position peaked at $537K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.