Cassaday & Co Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Cassaday & Co Wealth Management’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	$236K	Hold	577	–	–	﹤0.01%	329
2026 Q1	$206K	Hold	577	–	–	﹤0.01%	337
2025 Q4	$215K	Hold	577	–	–	﹤0.01%	336
2025 Q3	$211K	Buy	+577	New	+$203K	﹤0.01%	324

Other funds holding IWB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Cassaday & Co Wealth Management's IWB Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 577 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Cassaday & Co Wealth Management first reported a position in IWB in Q3 2025 and has held it in 4 quarters since. 1,072 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Cassaday & Co Wealth Management held 577 shares of iShares Russell 1000 ETF worth $236K as of Q2 2026.
Cassaday & Co Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #329 holding.
Cassaday & Co Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
1,072 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.