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

DHJJ 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 Q1	$1.15M	Hold	3,228	–	–	0.38%	45
2025 Q4	$1.21M	Hold	3,228	–	–	0.4%	45
2025 Q3	$1.18M	Buy	3,228 +1	+0%	+$352	0.4%	46
2025 Q2	$1.1M	Hold	3,227	–	–	0.4%	45
2025 Q1	$990K	Hold	3,227	–	–	0.4%	45
2024 Q4	$1.04M	Buy	3,227 +1	+0%	+$324	0.4%	46
2024 Q3	$1.01M	Hold	3,226	–	–	0.4%	44
2024 Q2	$960K	Buy	3,226 +1	+0%	+$287	0.41%	45
2024 Q1	$929K	Hold	3,225	–	–	0.41%	46
2023 Q4	$846K	Buy	3,225 +1	+0%	+$245	0.4%	47
2023 Q3	$757K	Sell	3,224 -274	-8%	-$67.1K	0.38%	49
2023 Q2	$852K	Buy	3,498 +1	+0%	+$230	0.44%	47
2023 Q1	$788K	Hold	3,497	–	–	0.43%	51
2022 Q4	$736K	Buy	3,497 +1	+0%	+$212	0.42%	53
2022 Q3	$690K	Hold	3,496	–	–	0.4%	56
2022 Q2	$726K	Buy	3,496 +1	+0%	+$226	0.41%	56
2022 Q1	$878K	Hold	3,495	–	–	0.42%	51
2021 Q4	$924K	Buy	3,495 +1	+0%	+$257	0.43%	51
2021 Q3	$845K	Hold	3,494	–	–	0.44%	51
2021 Q2	$846K	Buy	3,494 +1	+0%	+$236	0.45%	49
2021 Q1	$782K	Hold	3,493	–	–	0.45%	47
2020 Q4	$740K	Buy	+3,493	New	+$697K	0.47%	46

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DHJJ Financial Advisors's IWB Position: Q1 2026 in Review

DHJJ Financial Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 3,228 shares worth $1.15M. The position accounts for 0.38% of the portfolio, ranked #45.

DHJJ Financial Advisors first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.21M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

DHJJ Financial Advisors held 3,228 shares of iShares Russell 1000 ETF worth $1.15M as of Q1 2026.
DHJJ Financial Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.38% of DHJJ Financial Advisors's portfolio in Q1 2026, its #45 holding.
DHJJ Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
DHJJ Financial Advisors's iShares Russell 1000 ETF position peaked at $1.21M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.