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CFS Investment Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

CFS Investment Advisory Services’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 		$1.45M Sell
3,546
-609
-15% -$241K 0.1% 161
2026
Q1 		$1.62M Sell
4,155
-327
-7% -$122K 0.11% 145
2025
Q4 		$1.67M Sell
4,482
-167
-4% -$61.9K 0.12% 135
2025
Q3 		$1.73M Sell
4,649
-153
-3% -$53.9K 0.13% 135
2025
Q2 		$1.63M Buy
4,802
+184
+4% +$57.8K 0.13% 132
2025
Q1 		$1.42M Buy
4,618
+95
+2% +$30.7K 0.13% 134
2024
Q4 		$1.46M Sell
4,523
-25
-0.5% -$8.1K 0.13% 129
2024
Q3 		$1.43M Sell
4,548
-449
-9% -$136K 0.12% 131
2024
Q2 		$1.49M Buy
+4,997
New +$1.43M 0.12% 113
2023
Q3 		– Sell
-6,124
Closed -$1.49M – 201
2023
Q2 		$1.49M Buy
+6,124
New +$1.41M 0.19% 96
2022
Q3 		– Sell
-4,442
Closed -$923K – 299
2022
Q2 		$923K Sell
4,442
-394,170
-99% -$89.1M 0.14% 130
2022
Q1 		$2K Buy
398,612
+397,371
+32,020% +$98.1M 0.01% 280
2021
Q4 		$310K Buy
+1,241
New +$319K 0.04% 189

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
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
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
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
EA
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
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

CFS Investment Advisory Services's IWB Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares Russell 1000 ETF (IWB) stake by 15% in Q2 2026, selling an estimated $241K and leaving 3,546 shares worth $1.45M. The position accounts for 0.1% of the portfolio, ranked #161.

CFS Investment Advisory Services first reported a position in IWB in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.73M in Q3 2025. 392 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • CFS Investment Advisory Services held 3,546 shares of iShares Russell 1000 ETF worth $1.45M as of Q2 2026.
  • CFS Investment Advisory Services sold 609 iShares Russell 1000 ETF shares in Q2 2026, an estimated $241K.
  • iShares Russell 1000 ETF made up 0.1% of CFS Investment Advisory Services's portfolio in Q2 2026, its #161 holding.
  • CFS Investment Advisory Services first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 13 quarters since.
  • CFS Investment Advisory Services's iShares Russell 1000 ETF position peaked at $1.73M in Q3 2025.
  • 392 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.