Etesian Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Etesian Wealth Advisors’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	$385K	Hold	940	–	–	0.11%	99
2026 Q1	$335K	Hold	940	–	–	0.11%	108
2025 Q4	$351K	Sell	940 -301	-24%	-$111K	0.11%	109
2025 Q3	$454K	Hold	1,241	–	–	0.15%	103
2025 Q2	$421K	Hold	1,241	–	–	0.16%	102
2025 Q1	$381K	Hold	1,241	–	–	0.16%	106
2024 Q4	$400K	Hold	1,241	–	–	0.18%	109
2024 Q3	$390K	Buy	1,241 +301	+32%	+$91.2K	0.18%	110
2024 Q2	$280K	Hold	940	–	–	0.16%	109
2024 Q1	$271K	Hold	940	–	–	0.16%	104
2023 Q4	$247K	Hold	940	–	–	0.15%	104
2023 Q3	$221K	Hold	940	–	–	0.15%	106
2023 Q2	$229K	Hold	940	–	–	0.15%	104
2023 Q1	$212K	Buy	+940	New	+$207K	0.14%	104

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

Etesian Wealth Advisors's IWB Position: Q2 2026 in Review

Etesian Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 940 shares worth $385K. The position accounts for 0.11% of the portfolio, ranked #99.

Etesian Wealth Advisors first reported a position in IWB in Q1 2023 and has held it in 14 quarters since. The position peaked at $454K in Q3 2025. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Etesian Wealth Advisors held 940 shares of iShares Russell 1000 ETF worth $385K as of Q2 2026.
Etesian Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.11% of Etesian Wealth Advisors's portfolio in Q2 2026, its #99 holding.
Etesian Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 14 quarters since.
Etesian Wealth Advisors's iShares Russell 1000 ETF position peaked at $454K in Q3 2025.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.