Benchmark Financial Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Benchmark Financial Wealth Advisors’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	$1.27M	Buy	3,101 +7	+0.2%	+$2.77K	0.31%	50
2026 Q1	$1.1M	Buy	3,094 +7	+0.2%	+$2.61K	0.31%	49
2025 Q4	$1.15M	Sell	3,087 -217	-7%	-$80.4K	0.33%	46
2025 Q3	$1.21M	Buy	3,304 +8	+0.2%	+$2.82K	0.36%	41
2025 Q2	$1.12M	Buy	3,296 +1,738	+112%	+$546K	0.37%	42
2025 Q1	$478K	Buy	+1,558	New	+$504K	0.18%	61

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 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

Benchmark Financial Wealth Advisors's IWB Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.23% in Q2 2026, buying an estimated $2.77K and bringing the position to 3,101 shares worth $1.27M. The position accounts for 0.31% of the portfolio, ranked #50.

Benchmark Financial Wealth Advisors first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Benchmark Financial Wealth Advisors held 3,101 shares of iShares Russell 1000 ETF worth $1.27M as of Q2 2026.
Benchmark Financial Wealth Advisors bought 7 iShares Russell 1000 ETF shares in Q2 2026, an estimated $2.77K.
iShares Russell 1000 ETF made up 0.31% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Benchmark Financial Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.