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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.68M Buy
+4,148
New +$1.64M 0.03% 463
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

Diversify Advisory Services's IWB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 4,148 shares worth $1.68M. The stake represents 0.03% of the portfolio and ranks #463 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IWB as recently as Q4 2025.

Diversify Advisory Services first reported a position in IWB in Q1 2024 and has held it in 9 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Diversify Advisory Services held 4,148 shares of iShares Russell 1000 ETF worth $1.68M as of Q2 2026.
  • iShares Russell 1000 ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #463 holding.
  • Diversify Advisory Services first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.