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

CWS 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	$225K	Buy	+550	New	+$218K	0.05%	164
2026 Q1	–	Sell	-550	Closed	-$205K	–	160
2025 Q4	$205K	Hold	550	–	–	0.06%	146
2025 Q3	$201K	Buy	+550	New	+$194K	0.06%	138
2025 Q1	–	Sell	-628	Closed	-$202K	–	131
2024 Q4	$202K	Buy	+628	New	+$203K	0.07%	123

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

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

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

CWS Financial Advisors's IWB Position: Q2 2026 in Review

CWS Financial Advisors opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 550 shares worth $225K. The stake represents 0.05% of the portfolio and ranks #164 among its holdings. This is a return to the name: CWS Financial Advisors previously reported a position in IWB as recently as Q4 2025.

CWS Financial Advisors first reported a position in IWB in Q4 2024 and has held it in 4 quarters since. 720 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

CWS Financial Advisors held 550 shares of iShares Russell 1000 ETF worth $225K as of Q2 2026.
iShares Russell 1000 ETF was a new CWS Financial Advisors position in Q2 2026.
iShares Russell 1000 ETF made up 0.05% of CWS Financial Advisors's portfolio in Q2 2026, its #164 holding.
CWS Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 4 quarters since.
720 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.