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 Q3	$971K	Sell	2,286 -6	-0.3%	-$2.49K	0.29%	31
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	$1000K	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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Enzi Wealth's IWB Position: Q3 2026 in Review

Enzi Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 0.26% in Q3 2026, selling an estimated $2.49K and leaving 2,286 shares worth $971K. The position accounts for 0.29% of the portfolio, ranked #31.

Enzi Wealth first reported a position in IWB in Q3 2022 and has held it in 17 quarters since. The position peaked at $1000K in Q3 2025. 545 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Enzi Wealth held 2,286 shares of iShares Russell 1000 ETF worth $971K as of Q3 2026.
Enzi Wealth sold 6 iShares Russell 1000 ETF shares in Q3 2026, an estimated $2.49K.
iShares Russell 1000 ETF made up 0.29% of Enzi Wealth's portfolio in Q3 2026, its #31 holding.
Enzi Wealth first reported a position in iShares Russell 1000 ETF in Q3 2022 and has held it in 17 quarters since.
Enzi Wealth's iShares Russell 1000 ETF position peaked at $1000K in Q3 2025.
545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.