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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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. 1,554 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.
  • 1,554 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.