DWR Wealth Management
IWB icon

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

DWR 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
Q3 		$2.97M Hold
7,117
– – 2.06% 15
2026
Q2 		$2.89M Hold
7,117
– – 2.16% 15
2026
Q1 		$2.47M Hold
7,117
– – 2.15% 15
2025
Q4 		$2.68M Buy
+7,117
New +$2.64M 2.48% 13

Other funds holding IWB

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OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

DWR Wealth Management's IWB Position: Q3 2026 in Review

DWR Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 7,117 shares worth $2.97M. The position accounts for 2.06% of the portfolio, ranked #15.

DWR Wealth Management first reported a position in IWB in Q4 2025 and has held it in 4 quarters since. 491 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • DWR Wealth Management held 7,117 shares of iShares Russell 1000 ETF worth $2.97M as of Q3 2026.
  • DWR Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 2.06% of DWR Wealth Management's portfolio in Q3 2026, its #15 holding.
  • DWR Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 4 quarters since.
  • 491 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on DWR Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.