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Colton Groome Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Colton Groome Financial 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 		$1.81M Buy
+4,410
New +$1.75M 0.44% 44

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Colton Groome Financial Advisors's IWB Position: Q2 2026 in Review

Colton Groome Financial Advisors opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 4,410 shares worth $1.81M. The stake represents 0.44% of the portfolio and ranks #44 among its holdings.

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

  • Colton Groome Financial Advisors held 4,410 shares of iShares Russell 1000 ETF worth $1.81M as of Q2 2026.
  • iShares Russell 1000 ETF was a new Colton Groome Financial Advisors position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.44% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #44 holding.
  • 511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.