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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
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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

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

DWR Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 7,117 shares worth $2.89M. The position accounts for 2.16% of the portfolio, ranked #15.

DWR Wealth Management first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • DWR Wealth Management held 7,117 shares of iShares Russell 1000 ETF worth $2.89M as of Q2 2026.
  • DWR Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 2.16% of DWR Wealth Management's portfolio in Q2 2026, its #15 holding.
  • DWR Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 469 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.