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Clune & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Clune & Associates’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 		$518K Sell
1,264
-57
-4% -$22.6K 0.08% 117
2026
Q1 		$471K Buy
1,321
+15
+1% +$5.59K 0.09% 117
2025
Q4 		$488K Sell
1,306
-117
-8% -$43.3K 0.11% 116
2025
Q3 		$520K Buy
1,423
+4
+0.3% +$1.41K 0.13% 109
2025
Q2 		$482K Sell
1,419
-28
-2% -$8.79K 0.13% 109
2025
Q1 		$444K Buy
1,447
+12
+0.8% +$3.88K 0.14% 107
2024
Q4 		$462K Buy
+1,435
New +$465K 0.15% 105

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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Clune & Associates's IWB Position: Q2 2026 in Review

Clune & Associates reduced its iShares Russell 1000 ETF (IWB) stake by 4.3% in Q2 2026, selling an estimated $22.6K and leaving 1,264 shares worth $518K. The position accounts for 0.08% of the portfolio, ranked #117.

Clune & Associates first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $520K in Q3 2025. 363 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Clune & Associates held 1,264 shares of iShares Russell 1000 ETF worth $518K as of Q2 2026.
  • Clune & Associates sold 57 iShares Russell 1000 ETF shares in Q2 2026, an estimated $22.6K.
  • iShares Russell 1000 ETF made up 0.08% of Clune & Associates's portfolio in Q2 2026, its #117 holding.
  • Clune & Associates first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's iShares Russell 1000 ETF position peaked at $520K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.