Detalus Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Detalus 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 Q3	$2.01M	Sell	4,835 -17	-0.4%	-$7.07K	0.4%	39
2026 Q2	$1.99M	Sell	4,852 -186	-4%	-$73.7K	0.39%	42
2026 Q1	$1.8M	Sell	5,038 -74	-1%	-$27.6K	0.41%	44
2025 Q4	$1.91M	Sell	5,112 -67	-1%	-$24.8K	0.47%	39
2025 Q3	$1.89M	Sell	5,179 -100	-2%	-$35.2K	0.49%	39
2025 Q2	$1.79M	Buy	5,279 +321	+6%	+$101K	0.52%	36
2025 Q1	$1.52M	Buy	4,958 +4,117	+490%	+$1.33M	0.48%	36
2024 Q4	$271K	Sell	841 -50	-6%	-$16.2K	0.09%	122
2024 Q3	$280K	Buy	891 +117	+15%	+$35.4K	0.09%	127
2024 Q2	$230K	Buy	+774	New	+$222K	0.08%	130
2024 Q1	–	Sell	-895	Closed	-$235K	–	151
2023 Q4	$235K	Buy	+895	New	+$219K	0.09%	129
2023 Q3	–	Sell	-831	Closed	-$203K	–	142
2023 Q2	$203K	Buy	+831	New	+$191K	0.09%	136

Other funds holding IWB

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Detalus Advisors's IWB Position: Q3 2026 in Review

Detalus Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.35% in Q3 2026, selling an estimated $7.07K and leaving 4,835 shares worth $2.01M. The position accounts for 0.4% of the portfolio, ranked #39.

Detalus Advisors first reported a position in IWB in Q2 2023 and has held it in 12 quarters since. 491 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Detalus Advisors held 4,835 shares of iShares Russell 1000 ETF worth $2.01M as of Q3 2026.
Detalus Advisors sold 17 iShares Russell 1000 ETF shares in Q3 2026, an estimated $7.07K.
iShares Russell 1000 ETF made up 0.4% of Detalus Advisors's portfolio in Q3 2026, its #39 holding.
Detalus Advisors first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 12 quarters since.
491 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.