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 Q3	$526K	Buy	1,265 +1	+0.1%	+$416	0.08%	111
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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Clune & Associates's IWB Position: Q3 2026 in Review

Clune & Associates increased its iShares Russell 1000 ETF (IWB) stake by 0.08% in Q3 2026, buying an estimated $416 and bringing the position to 1,265 shares worth $526K. The position accounts for 0.08% of the portfolio, ranked #111.

Clune & Associates first reported a position in IWB in Q4 2024 and has held it in 8 quarters since. 491 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Clune & Associates held 1,265 shares of iShares Russell 1000 ETF worth $526K as of Q3 2026.
Clune & Associates bought 1 iShares Russell 1000 ETF share in Q3 2026, an estimated $416.
iShares Russell 1000 ETF made up 0.08% of Clune & Associates's portfolio in Q3 2026, its #111 holding.
Clune & Associates first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 8 quarters since.
491 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.