Eagle Strategies’s iShares Russell 1000 ETF IWB Stock Holding History

Eagle Strategies’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	$1.61M	Sell	3,928 -53	-1%	-$21K	0.16%	111
2026 Q1	$1.42M	Buy	3,981 +35	+0.9%	+$13K	0.17%	108
2025 Q4	$1.47M	Buy	3,946 +142	+4%	+$52.6K	0.19%	105
2025 Q3	$1.39M	Sell	3,804 -40	-1%	-$14.1K	0.19%	109
2025 Q2	$1.31M	Sell	3,844 -13	-0.3%	-$4.08K	0.2%	100
2025 Q1	$1.18M	Buy	3,857 +11	+0.3%	+$3.56K	0.21%	96
2024 Q4	$1.24M	Buy	3,846 +2	+0.1%	+$648	0.21%	87
2024 Q3	$1.21M	Buy	3,844 +13	+0.3%	+$3.94K	0.22%	89
2024 Q2	$1.14M	Buy	3,831 +203	+6%	+$58.3K	0.22%	89
2024 Q1	$1.05M	Sell	3,628 -253	-7%	-$69.3K	0.23%	100
2023 Q4	$1.02M	Sell	3,881 -158	-4%	-$38.7K	0.22%	87
2023 Q3	$949K	Sell	4,039 -15	-0.4%	-$3.67K	0.23%	86
2023 Q2	$988K	Sell	4,054 -104	-3%	-$24K	0.24%	85
2023 Q1	$937K	Sell	4,158 -173	-4%	-$38.1K	0.23%	80
2022 Q4	$912K	Buy	4,331 +13	+0.3%	+$2.75K	0.27%	74
2022 Q3	$852K	Buy	4,318 +21	+0.5%	+$4.61K	0.45%	50
2022 Q2	$893K	Sell	4,297 -80	-2%	-$18.1K	0.33%	66
2022 Q1	$1.09M	Buy	4,377 +13	+0.3%	+$3.21K	0.43%	53
2021 Q4	$1.15M	Buy	+4,364	New	+$1.12M	0.45%	54

Other funds holding IWB

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 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

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

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

Eagle Strategies's IWB Position: Q2 2026 in Review

Eagle Strategies reduced its iShares Russell 1000 ETF (IWB) stake by 1.3% in Q2 2026, selling an estimated $21K and leaving 3,928 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #111.

Eagle Strategies first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. 460 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Eagle Strategies held 3,928 shares of iShares Russell 1000 ETF worth $1.61M as of Q2 2026.
Eagle Strategies sold 53 iShares Russell 1000 ETF shares in Q2 2026, an estimated $21K.
iShares Russell 1000 ETF made up 0.16% of Eagle Strategies's portfolio in Q2 2026, its #111 holding.
Eagle Strategies first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
460 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.