Dynamic Advisor Solutions
IWB icon

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
Q3 		$796K Sell
1,913
-176
-8% -$73.2K 0.02% 519
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% +$100K 0.55% 28
2020
Q2 		$4.32M 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 		$9.9M 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

MLFP
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
HFA
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 15.91% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Dynamic Advisor Solutions's IWB Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares Russell 1000 ETF (IWB) stake by 8.4% in Q3 2026, selling an estimated $73.2K and leaving 1,913 shares worth $796K. The position accounts for 0.02% of the portfolio, ranked #519.

Dynamic Advisor Solutions first reported a position in IWB in Q2 2019 and has held it in 30 quarters since. The position peaked at $29.1M in Q3 2024. 312 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Dynamic Advisor Solutions held 1,913 shares of iShares Russell 1000 ETF worth $796K as of Q3 2026.
  • Dynamic Advisor Solutions sold 176 iShares Russell 1000 ETF shares in Q3 2026, an estimated $73.2K.
  • iShares Russell 1000 ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #519 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Russell 1000 ETF in Q2 2019 and has held it in 30 quarters since.
  • Dynamic Advisor Solutions's iShares Russell 1000 ETF position peaked at $29.1M in Q3 2024.
  • 312 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.