Brandywine Oak Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Brandywine Oak Private Wealth’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	$1.35M	Hold	3,286	–	–	0.1%	98
2026 Q1	$1.17M	Hold	3,286	–	–	0.1%	101
2025 Q4	$1.23M	Sell	3,286 -87	-3%	-$32.2K	0.1%	93
2025 Q3	$1.23M	Hold	3,373	–	–	0.11%	92
2025 Q2	$1.15M	Hold	3,373	–	–	0.11%	94
2025 Q1	$1.03M	Hold	3,373	–	–	0.1%	99
2024 Q4	$1.09M	Hold	3,373	–	–	0.11%	98
2024 Q3	$1.06M	Hold	3,373	–	–	0.1%	99
2024 Q2	$1M	Hold	3,373	–	–	0.1%	98
2024 Q1	$972K	Hold	3,373	–	–	0.1%	99
2023 Q4	$885K	Hold	3,373	–	–	0.1%	104
2023 Q3	$792K	Hold	3,373	–	–	0.09%	112
2023 Q2	$822K	Hold	3,373	–	–	0.09%	109
2023 Q1	$760K	Hold	3,373	–	–	0.09%	117
2022 Q4	$710K	Hold	3,373	–	–	0.09%	124
2022 Q3	$665K	Hold	3,373	–	–	0.09%	131
2022 Q2	$700K	Buy	3,373 +642	+24%	+$145K	0.09%	140
2022 Q1	$682K	Hold	2,731	–	–	0.08%	161
2021 Q4	$722K	Sell	2,731 -700	-20%	-$180K	0.08%	165
2021 Q3	$829K	Hold	3,431	–	–	0.1%	147
2021 Q2	$830K	Buy	3,431 +175	+5%	+$41.2K	0.1%	142
2021 Q1	$728K	Hold	3,256	–	–	0.11%	117
2020 Q4	$689K	Hold	3,256	–	–	0.11%	115
2020 Q3	$609K	Hold	3,256	–	–	0.1%	120
2020 Q2	$558K	Buy	+3,256	New	+$527K	0.1%	122

Other funds holding IWB

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Brandywine Oak Private Wealth's IWB Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 3,286 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #98.

Brandywine Oak Private Wealth first reported a position in IWB in Q2 2020 and has held it in 25 quarters since. 746 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Brandywine Oak Private Wealth held 3,286 shares of iShares Russell 1000 ETF worth $1.35M as of Q2 2026.
Brandywine Oak Private Wealth left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.1% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #98 holding.
Brandywine Oak Private Wealth first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 25 quarters since.
746 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.