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Enzi Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Enzi Wealth’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 		$943K Sell
2,292
-4
-0.2% -$1.58K 0.3% 30
2026
Q1 		$819K Sell
2,296
-161
-7% -$60K 0.28% 30
2025
Q4 		$930K Sell
2,457
-300
-11% -$111K 0.33% 29
2025
Q3 		$1,000K Hold
2,757
– – 0.35% 27
2025
Q2 		$945K Sell
2,757
-5
-0.2% -$1.57K 0.35% 27
2025
Q1 		$829K Hold
2,762
– – 0.34% 27
2024
Q4 		$923K Sell
2,762
-28
-1% -$9.07K 0.35% 27
2024
Q3 		$894K Hold
2,790
– – 0.35% 28
2024
Q2 		$845K Sell
2,790
-216
-7% -$62K 0.37% 25
2024
Q1 		$833K Hold
3,006
– – 0.39% 22
2023
Q4 		$817K Sell
3,006
-150
-5% -$36.7K 0.39% 22
2023
Q3 		$747K Sell
3,156
-80
-2% -$19.6K 0.4% 20
2023
Q2 		$802K Sell
3,236
-436
-12% -$100K 0.41% 22
2023
Q1 		$835K Hold
3,672
– – 0.43% 27
2022
Q4 		$811K Hold
3,672
– – 0.39% 32
2022
Q3 		$807K Buy
+3,672
New +$805K 0.4% 32

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
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

Enzi Wealth's IWB Position: Q2 2026 in Review

Enzi Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 0.17% in Q2 2026, selling an estimated $1.58K and leaving 2,292 shares worth $943K. The position accounts for 0.3% of the portfolio, ranked #30.

Enzi Wealth first reported a position in IWB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1,000K in Q3 2025. 343 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Enzi Wealth held 2,292 shares of iShares Russell 1000 ETF worth $943K as of Q2 2026.
  • Enzi Wealth sold 4 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.58K.
  • iShares Russell 1000 ETF made up 0.3% of Enzi Wealth's portfolio in Q2 2026, its #30 holding.
  • Enzi Wealth first reported a position in iShares Russell 1000 ETF in Q3 2022 and has held it in 16 quarters since.
  • Enzi Wealth's iShares Russell 1000 ETF position peaked at $1,000K in Q3 2025.
  • 343 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.