Bond & Devick Financial Network’s iShares Russell 1000 ETF IWB Stock Holding History

Bond & Devick Financial Network’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	$271K	Hold	663	–	–	0.07%	169
2026 Q1	$236K	Hold	663	–	–	0.07%	174
2025 Q4	$248K	Hold	663	–	–	0.07%	161
2025 Q3	$242K	Hold	663	–	–	0.07%	155
2025 Q2	$225K	Hold	663	–	–	0.07%	158
2025 Q1	$203K	Hold	663	–	–	0.07%	160
2024 Q4	$208K	Hold	663	–	–	0.09%	150
2024 Q3	$208K	Buy	+663	New	+$201K	0.09%	150

Other funds holding IWB

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

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return