Diversify Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

Diversify Advisory Services’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	–	Sell	-1,622	Closed	-$615K	–	554
2025 Q4	$615K	Buy	1,622 +1	+0.1%	+$370	0.02%	537
2025 Q3	$607K	Sell	1,621 -1	-0.1%	-$352	0.02%	503
2025 Q2	$572K	Buy	1,622 +357	+28%	+$112K	0.02%	486
2025 Q1	$385K	Sell	1,265 -105	-8%	-$34K	0.02%	416
2024 Q4	$438K	Sell	1,370 -4	-0.3%	-$1.3K	0.02%	385
2024 Q3	$439K	Sell	1,374 -71	-5%	-$21.5K	0.02%	399
2024 Q2	$438K	Buy	1,445 +3	+0.2%	+$861	0.02%	407
2024 Q1	$414K	Buy	+1,442	New	+$395K	0.02%	466

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

Diversify Advisory Services's IWB Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 1,622 shares — an estimated $615K sold.

Diversify Advisory Services first reported a position in IWB in Q1 2024 and held it in 8 quarters. The position peaked at $615K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Diversify Advisory Services reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 1,622 iShares Russell 1000 ETF shares in Q1 2026, an estimated $615K.
Diversify Advisory Services first reported a position in iShares Russell 1000 ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's iShares Russell 1000 ETF position peaked at $615K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.