Diversify Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Diversify Wealth Management’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	$1.68M	Sell	4,148 -530	-11%	-$210K	0.03%	463
2026 Q1	$1.82M	Buy	4,678 +2,846	+155%	+$1.06M	0.03%	406
2025 Q4	$697K	Buy	1,832 +1,217	+198%	+$451K	0.03%	378
2025 Q3	$230K	Hold	615	–	–	0.01%	502
2025 Q2	$217K	Buy	+615	New	+$193K	0.01%	506

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Diversify Wealth Management's IWB Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 11% in Q2 2026, selling an estimated $210K and leaving 4,148 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #463.

Diversify Wealth Management first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.82M in Q1 2026. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Diversify Wealth Management held 4,148 shares of iShares Russell 1000 ETF worth $1.68M as of Q2 2026.
Diversify Wealth Management sold 530 iShares Russell 1000 ETF shares in Q2 2026, an estimated $210K.
iShares Russell 1000 ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #463 holding.
Diversify Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
Diversify Wealth Management's iShares Russell 1000 ETF position peaked at $1.82M in Q1 2026.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.