Certified Advisory Corp’s iShares Russell 1000 ETF IWB Stock Holding History

Certified Advisory Corp’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	$1.75M	Sell	4,278 -5	-0.1%	-$1.98K	0.14%	132
2026 Q1	$1.53M	Sell	4,283 -104	-2%	-$38.8K	0.14%	136
2025 Q4	$1.64M	Sell	4,387 -156	-3%	-$57.8K	0.15%	133
2025 Q3	$1.66M	Sell	4,543 -67	-1%	-$23.6K	0.16%	127
2025 Q2	$1.57M	Buy	4,610 +4	+0.1%	+$1.26K	0.16%	123
2025 Q1	$1.41M	Sell	4,606 -96	-2%	-$31K	0.16%	121
2024 Q4	$1.51M	Sell	4,702 -36	-0.8%	-$11.7K	0.16%	122
2024 Q3	$1.49M	Sell	4,738 -111	-2%	-$33.6K	0.17%	120
2024 Q2	$1.44M	Buy	+4,849	New	+$1.39M	0.18%	116
2024 Q1	–	Sell	-4,837	Closed	-$1.27M	–	272
2023 Q4	$1.27M	Buy	+4,837	New	+$1.18M	0.19%	114
2023 Q2	–	Sell	-5,763	Closed	-$1.3M	–	275
2023 Q1	$1.3M	Sell	5,763 -148	-3%	-$32.6K	0.23%	105
2022 Q4	$1.24M	Buy	5,911 +6	+0.1%	+$1.27K	0.25%	103
2022 Q3	$1.17M	Buy	5,905 +6	+0.1%	+$1.32K	0.27%	96
2022 Q2	$1.23M	Sell	5,899 -86	-1%	-$19.4K	0.27%	91
2022 Q1	$1.5M	Sell	5,985 -234	-4%	-$57.8K	0.32%	86
2021 Q4	$1.65M	Buy	6,219 +210	+3%	+$54.1K	0.36%	72
2021 Q3	$1.45M	Sell	6,009 -127	-2%	-$31.6K	0.35%	70
2021 Q2	$1.49M	Sell	6,136 -87	-1%	-$20.5K	0.37%	66
2021 Q1	$1.39M	Buy	+6,223	New	+$1.36M	0.36%	67
2020 Q2	$1.02M	Buy	5,971 +103	+2%	+$16.7K	0.34%	73
2020 Q1	$831K	Buy	5,868 +237	+4%	+$40.1K	0.33%	76
2019 Q4	$1M	Buy	5,631 +139	+3%	+$23.7K	0.32%	77
2019 Q3	$904K	Buy	5,492 +69	+1%	+$11.3K	0.31%	75
2019 Q2	$883K	Buy	5,423 +8	+0.1%	+$1.28K	0.33%	77
2019 Q1	$852K	Buy	5,415 +6	+0.1%	+$907	0.36%	72
2018 Q4	$750K	Sell	5,409 -337	-6%	-$50.4K	0.39%	69
2018 Q3	$929K	Buy	5,746 +5	+0.1%	+$794	0.43%	60
2018 Q2	$872K	Buy	5,741 +1	+0%	+$151	0.48%	58
2018 Q1	$843K	Buy	5,740 +855	+18%	+$130K	0.5%	57
2017 Q4	$726K	Buy	+4,885	New	+$707K	0.52%	52

Other funds holding IWB

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

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

WAG

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

JWA

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

MAC

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

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Certified Advisory Corp's IWB Position: Q2 2026 in Review

Certified Advisory Corp reduced its iShares Russell 1000 ETF (IWB) stake by 0.12% in Q2 2026, selling an estimated $1.98K and leaving 4,278 shares worth $1.75M. The position accounts for 0.14% of the portfolio, ranked #132.

Certified Advisory Corp first reported a position in IWB in Q4 2017 and has held it in 30 quarters since. 460 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Certified Advisory Corp held 4,278 shares of iShares Russell 1000 ETF worth $1.75M as of Q2 2026.
Certified Advisory Corp sold 5 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.98K.
iShares Russell 1000 ETF made up 0.14% of Certified Advisory Corp's portfolio in Q2 2026, its #132 holding.
Certified Advisory Corp first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 30 quarters since.
460 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.