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Dynamic Advisor Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Dynamic Advisor Solutions’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 		$856K Sell
2,089
-83
-4% -$32.9K 0.02% 521
2026
Q1 		$774K Sell
2,172
-644
-23% -$240K 0.02% 524
2025
Q4 		$1.05M Sell
2,816
-1,758
-38% -$651K 0.03% 448
2025
Q3 		$1.67M Sell
4,574
-432
-9% -$152K 0.05% 357
2025
Q2 		$1.7M Buy
5,006
+2
+0% +$628 0.05% 333
2025
Q1 		$1.53M Sell
5,004
-16
-0.3% -$5.17K 0.05% 333
2024
Q4 		$1.62M Sell
5,020
-87,409
-95% -$28.3M 0.07% 242
2024
Q3 		$29.1M Sell
92,429
-2,159
-2% -$654K 0.87% 16
2024
Q2 		$28.1M Buy
94,588
+78,514
+488% +$22.5M 0.89% 16
2024
Q1 		$4.63M Sell
16,074
-197
-1% -$54K 0.16% 179
2023
Q4 		$4.2M Buy
16,271
+2,784
+21% +$682K 0.16% 179
2023
Q3 		$3.17M Buy
13,487
+10,059
+293% +$2.46M 0.15% 172
2023
Q2 		$835K Sell
3,428
-232
-6% -$53.4K 0.04% 382
2023
Q1 		$824K Sell
3,660
-53,200
-94% -$11.7M 0.05% 360
2022
Q4 		$12M Sell
56,860
-18,198
-24% -$3.85M 0.82% 18
2022
Q3 		$14.8M Buy
75,058
+3,653
+5% +$801K 1.13% 14
2022
Q2 		$14.8M Buy
71,405
+11,189
+19% +$2.53M 1.14% 14
2022
Q1 		$15.1M Buy
60,216
+10,315
+21% +$2.55M 1.05% 14
2021
Q4 		$13.2M Buy
49,901
+2,301
+5% +$592K 0.94% 18
2021
Q3 		$11.5M Buy
47,600
+5,814
+14% +$1.45M 0.87% 18
2021
Q2 		$10.1M Buy
41,786
+3,525
+9% +$831K 0.8% 20
2021
Q1 		$8.56M Buy
38,261
+5,608
+17% +$1.23M 0.8% 19
2020
Q4 		$6.92M Buy
32,653
+6,922
+27% +$1.38M 0.65% 29
2020
Q3 		$4.82M Buy
25,731
+539
+2% +$99.6K 0.55% 28
2020
Q2 		$4.33M Sell
25,192
-26,775
-52% -$4.33M 0.58% 28
2020
Q1 		$7.36M Sell
51,967
-10,154
-16% -$1.72M 1.34% 9
2019
Q4 		$11.1M Buy
62,121
+1,829
+3% +$312K 1.51% 5
2019
Q3 		$9.92M Sell
60,292
-3,218
-5% -$528K 1.54% 6
2019
Q2 		$10.3M Buy
+63,510
New +$10.2M 1.66% 6

Other funds holding IWB

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
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Dynamic Advisor Solutions's IWB Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Russell 1000 ETF (IWB) stake by 3.8% in Q2 2026, selling an estimated $32.9K and leaving 2,089 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #521.

Dynamic Advisor Solutions first reported a position in IWB in Q2 2019 and has held it in 29 quarters since. The position peaked at $29.1M in Q3 2024. 278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Dynamic Advisor Solutions held 2,089 shares of iShares Russell 1000 ETF worth $856K as of Q2 2026.
  • Dynamic Advisor Solutions sold 83 iShares Russell 1000 ETF shares in Q2 2026, an estimated $32.9K.
  • iShares Russell 1000 ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #521 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Russell 1000 ETF in Q2 2019 and has held it in 29 quarters since.
  • Dynamic Advisor Solutions's iShares Russell 1000 ETF position peaked at $29.1M in Q3 2024.
  • 278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.