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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

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 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

Bond & Devick Financial Network's IWB Position: Q2 2026 in Review

Bond & Devick Financial Network held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 663 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #169.

Bond & Devick Financial Network first reported a position in IWB in Q3 2024 and has held it in 8 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Bond & Devick Financial Network held 663 shares of iShares Russell 1000 ETF worth $271K as of Q2 2026.
  • Bond & Devick Financial Network left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.07% of Bond & Devick Financial Network's portfolio in Q2 2026, its #169 holding.
  • Bond & Devick Financial Network first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.