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Cyndeo Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Cyndeo Wealth Partners’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 		$4.24M Buy
10,355
+9,754
+1,623% +$3.87M 0.2% 121
2026
Q1 		$214K Sell
601
-4,645
-89% -$1.73M 0.01% 461
2025
Q4 		$1.96M Buy
5,246
+4,308
+459% +$1.6M 0.11% 169
2025
Q3 		$343K Sell
938
-1
-0.1% -$352 0.02% 368
2025
Q2 		$319K Buy
939
+57
+6% +$17.9K 0.02% 371
2025
Q1 		$271K Sell
882
-1,389
-61% -$449K 0.02% 385
2024
Q4 		$732K Sell
2,271
-390
-15% -$126K 0.05% 252
2024
Q3 		$837K Sell
2,661
-373
-12% -$113K 0.06% 237
2024
Q2 		$903K Buy
3,034
+381
+14% +$109K 0.07% 222
2024
Q1 		$764K Sell
2,653
-20,654
-89% -$5.66M 0.06% 226
2023
Q4 		$6.11M Buy
+23,307
New +$5.71M 0.57% 46

Other funds holding IWB

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Cyndeo Wealth Partners's IWB Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its iShares Russell 1000 ETF (IWB) stake by 1,623% in Q2 2026, buying an estimated $3.87M and bringing the position to 10,355 shares worth $4.24M. The position accounts for 0.2% of the portfolio, ranked #121.

Cyndeo Wealth Partners first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.11M in Q4 2023. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Cyndeo Wealth Partners held 10,355 shares of iShares Russell 1000 ETF worth $4.24M as of Q2 2026.
  • Cyndeo Wealth Partners bought 9,754 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.87M.
  • iShares Russell 1000 ETF made up 0.2% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #121 holding.
  • Cyndeo Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Cyndeo Wealth Partners's iShares Russell 1000 ETF position peaked at $6.11M in Q4 2023.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.