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BFSG LLC’s iShares Russell 1000 ETF IWB Stock Holding History

BFSG LLC’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 		$4.14K Hold
10
– – ﹤0.01% 642
2026
Q1 		$3.61K Hold
10
– – ﹤0.01% 643
2025
Q4 		$3.78K Hold
10
– – ﹤0.01% 609
2025
Q3 		$3.7K Buy
+10
New +$3.52K ﹤0.01% 604

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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

BFSG LLC's IWB Position: Q2 2026 in Review

BFSG LLC held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 10 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

BFSG LLC first reported a position in IWB in Q3 2025 and has held it in 4 quarters since. 357 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • BFSG LLC held 10 shares of iShares Russell 1000 ETF worth $4.14K as of Q2 2026.
  • BFSG LLC left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #642 holding.
  • BFSG LLC first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 357 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.