Coyle Financial Counsel’s iShares Russell 1000 ETF IWB Stock Holding History

Coyle Financial Counsel’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	$201K	Buy	+491	New	+$195K	0.04%	123
2018 Q3	–	Sell	-53	Closed	-$8K	–	171
2018 Q2	$8K	Buy	+53	New	+$7.99K	0.01%	131

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 29.18% 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

Coyle Financial Counsel's IWB Position: Q2 2026 in Review

Coyle Financial Counsel opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 491 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #123 among its holdings. This is a return to the name: Coyle Financial Counsel previously reported a position in IWB as recently as Q2 2018.

Coyle Financial Counsel first reported a position in IWB in Q2 2018 and has held it in 2 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Coyle Financial Counsel held 491 shares of iShares Russell 1000 ETF worth $201K as of Q2 2026.
iShares Russell 1000 ETF was a new Coyle Financial Counsel position in Q2 2026.
iShares Russell 1000 ETF made up 0.04% of Coyle Financial Counsel's portfolio in Q2 2026, its #123 holding.
Coyle Financial Counsel first reported a position in iShares Russell 1000 ETF in Q2 2018 and has held it in 2 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Coyle Financial Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.