Copia Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Copia Wealth Management’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	$178K	Hold	435	–	–	0.11%	122
2026 Q1	$155K	Sell	435 -67	-13%	-$25K	0.11%	121
2025 Q4	$187K	Hold	502	–	–	0.13%	106
2025 Q3	$183K	Sell	502 -21	-4%	-$7.4K	0.14%	98
2025 Q2	$178K	Hold	523	–	–	0.15%	95
2025 Q1	$160K	Hold	523	–	–	0.15%	99
2024 Q4	$168K	Buy	+523	New	+$169K	0.16%	90

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Copia Wealth Management's IWB Position: Q2 2026 in Review

Copia Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 435 shares worth $178K. The position accounts for 0.11% of the portfolio, ranked #122.

Copia Wealth Management first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $187K in Q4 2025. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Copia Wealth Management held 435 shares of iShares Russell 1000 ETF worth $178K as of Q2 2026.
Copia Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.11% of Copia Wealth Management's portfolio in Q2 2026, its #122 holding.
Copia Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's iShares Russell 1000 ETF position peaked at $187K in Q4 2025.
1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.