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Blom & Howell Financial Planning’s iShares Russell 1000 ETF IWB Stock Holding History

Blom & Howell Financial Planning’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 		$314K Sell
766
-30
-4% -$11.9K 0.26% 49
2026
Q1 		$284K Sell
796
-11
-1% -$4.1K 0.28% 50
2025
Q4 		$301K Buy
+807
New +$299K 0.3% 50

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blom & Howell Financial Planning's IWB Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its iShares Russell 1000 ETF (IWB) stake by 3.8% in Q2 2026, selling an estimated $11.9K and leaving 766 shares worth $314K. The position accounts for 0.26% of the portfolio, ranked #49.

Blom & Howell Financial Planning first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Blom & Howell Financial Planning held 766 shares of iShares Russell 1000 ETF worth $314K as of Q2 2026.
  • Blom & Howell Financial Planning sold 30 iShares Russell 1000 ETF shares in Q2 2026, an estimated $11.9K.
  • iShares Russell 1000 ETF made up 0.26% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #49 holding.
  • Blom & Howell Financial Planning first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.