Elevation Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Elevation Wealth Partners’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	$16.8K	Hold	41	–	–	0.01%	644
2026 Q1	$14.6K	Sell	41 -6	-13%	-$2.24K	0.01%	441
2025 Q4	$17.6K	Sell	47 -3	-6%	-$1.11K	0.01%	400
2025 Q3	$18.3K	Hold	50	–	–	0.01%	338
2025 Q2	$17K	Hold	50	–	–	0.01%	330
2025 Q1	$15.3K	Sell	50 -14	-22%	-$4.53K	0.01%	334
2024 Q4	$20.6K	Hold	64	–	–	0.01%	307
2024 Q3	$20.1K	Hold	64	–	–	0.01%	297
2024 Q2	$19K	Hold	64	–	–	0.01%	291
2024 Q1	$18.4K	Hold	64	–	–	0.01%	302
2023 Q4	$15K	Hold	64	–	–	0.01%	303
2023 Q3	$15K	Hold	64	–	–	0.01%	225
2023 Q2	$15.6K	Hold	64	–	–	0.01%	226
2023 Q1	$14.4K	Buy	+64	New	+$14.1K	0.01%	238

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Elevation Wealth Partners's IWB Position: Q2 2026 in Review

Elevation Wealth Partners held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 41 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #644.

Elevation Wealth Partners first reported a position in IWB in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.6K in Q4 2024. 419 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Elevation Wealth Partners held 41 shares of iShares Russell 1000 ETF worth $16.8K as of Q2 2026.
Elevation Wealth Partners left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #644 holding.
Elevation Wealth Partners first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's iShares Russell 1000 ETF position peaked at $20.6K in Q4 2024.
419 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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