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

Cahill 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 Q1	$2.37M	Hold	6,644	–	–	0.26%	68
2025 Q4	$2.48M	Hold	6,644	–	–	0.27%	65
2025 Q3	$2.43M	Hold	6,644	–	–	0.28%	62
2025 Q2	$2.26M	Buy	6,644 +73	+1%	+$22.9K	0.28%	62
2025 Q1	$2.02M	Hold	6,571	–	–	0.27%	65
2024 Q4	$2.12M	Hold	6,571	–	–	0.29%	67
2024 Q3	$2.07M	Hold	6,571	–	–	0.28%	65
2024 Q2	$1.96M	Hold	6,571	–	–	0.27%	72
2024 Q1	$1.89M	Hold	6,571	–	–	0.26%	74
2023 Q4	$1.72M	Hold	6,571	–	–	0.25%	79
2023 Q3	$1.54M	Hold	6,571	–	–	0.26%	84
2023 Q2	$1.6M	Hold	6,571	–	–	0.26%	83
2023 Q1	$1.48M	Hold	6,571	–	–	0.26%	86
2022 Q4	$1.38M	Hold	6,571	–	–	0.27%	92
2022 Q3	$1.3M	Buy	+6,571	New	+$1.44M	0.27%	87

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cahill Financial Advisors's IWB Position: Q1 2026 in Review

Cahill Financial Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 6,644 shares worth $2.37M. The position accounts for 0.26% of the portfolio, ranked #68.

Cahill Financial Advisors first reported a position in IWB in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.48M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Cahill Financial Advisors held 6,644 shares of iShares Russell 1000 ETF worth $2.37M as of Q1 2026.
Cahill Financial Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.26% of Cahill Financial Advisors's portfolio in Q1 2026, its #68 holding.
Cahill Financial Advisors first reported a position in iShares Russell 1000 ETF in Q3 2022 and has held it in 15 quarters since.
Cahill Financial Advisors's iShares Russell 1000 ETF position peaked at $2.48M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.