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Buttonwood Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Buttonwood Financial Advisors’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 		$786K Sell
1,919
-30
-2% -$11.9K 0.24% 66
2026
Q1 		$695K Sell
1,949
-134
-6% -$49.9K 0.23% 65
2025
Q4 		$778K Sell
2,083
-20
-1% -$7.41K 0.26% 60
2025
Q3 		$769K Sell
2,103
-74
-3% -$26.1K 0.26% 61
2025
Q2 		$739K Buy
2,177
+26
+1% +$8.16K 0.3% 55
2025
Q1 		$660K Hold
2,151
– – 0.29% 56
2024
Q4 		$693K Sell
2,151
-24
-1% -$7.77K 0.3% 57
2024
Q3 		$684K Buy
2,175
+295
+16% +$89.3K 0.3% 59
2024
Q2 		$559K Sell
1,880
-206
-10% -$59.1K 0.26% 68
2024
Q1 		$601K Sell
2,086
-66
-3% -$18.1K 0.28% 68
2023
Q4 		$564K Sell
2,152
-132
-6% -$32.3K 0.31% 65
2023
Q3 		$537K Sell
2,284
-153
-6% -$37.5K 0.34% 64
2023
Q2 		$594K Sell
2,437
-19
-0.8% -$4.38K 0.37% 56
2023
Q1 		$553K Sell
2,456
-15
-0.6% -$3.3K 0.43% 49
2022
Q4 		$520K Buy
+2,471
New +$523K 0.44% 49

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

Buttonwood Financial Advisors's IWB Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 1.5% in Q2 2026, selling an estimated $11.9K and leaving 1,919 shares worth $786K. The position accounts for 0.24% of the portfolio, ranked #66.

Buttonwood Financial Advisors first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Buttonwood Financial Advisors held 1,919 shares of iShares Russell 1000 ETF worth $786K as of Q2 2026.
  • Buttonwood Financial Advisors sold 30 iShares Russell 1000 ETF shares in Q2 2026, an estimated $11.9K.
  • iShares Russell 1000 ETF made up 0.24% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #66 holding.
  • Buttonwood Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.