Centerline Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Centerline Wealth 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	$11.3M	Buy	+27,477	New	+$10.9M	3.53%	10

Other funds holding IWB

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

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

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

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

Wealth Enhancement Advisory Services

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

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

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Centerline Wealth Advisors's IWB Position: Q2 2026 in Review

Centerline Wealth Advisors opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 27,477 shares worth $11.3M. The stake represents 3.53% of the portfolio and ranks #10 among its holdings.

511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Centerline Wealth Advisors held 27,477 shares of iShares Russell 1000 ETF worth $11.3M as of Q2 2026.
iShares Russell 1000 ETF was a new Centerline Wealth Advisors position in Q2 2026.
iShares Russell 1000 ETF made up 3.53% of Centerline Wealth Advisors's portfolio in Q2 2026, its #10 holding.
511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.