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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
Q3 		$1.81M Sell
4,360
-50
-1% -$20.8K 0.43% 45
2026
Q2 		$1.81M Buy
+4,410
New +$1.75M 0.44% 44

Other funds holding IWB

PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Colton Groome Financial Advisors's IWB Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 1.1% in Q3 2026, selling an estimated $20.8K and leaving 4,360 shares worth $1.81M. The position accounts for 0.43% of the portfolio, ranked #45.

Colton Groome Financial Advisors first reported a position in IWB in Q2 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Colton Groome Financial Advisors held 4,360 shares of iShares Russell 1000 ETF worth $1.81M as of Q3 2026.
  • Colton Groome Financial Advisors sold 50 iShares Russell 1000 ETF shares in Q3 2026, an estimated $20.8K.
  • iShares Russell 1000 ETF made up 0.43% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #45 holding.
  • Colton Groome Financial Advisors first reported a position in iShares Russell 1000 ETF in Q2 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.