Everhart Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Everhart Financial Group’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	$306K	Buy	747 +14	+2%	+$5.55K	0.02%	358
2026 Q1	$261K	Buy	733 +151	+26%	+$56.3K	0.02%	388
2025 Q4	$217K	Buy	+582	New	+$216K	0.02%	396
2025 Q1	–	Sell	-6,833	Closed	-$2.2M	–	338
2024 Q4	$2.2M	Buy	+6,833	New	+$2.21M	0.45%	39
2024 Q1	–	Sell	-7,234	Closed	-$1.9M	–	279
2023 Q4	$1.9M	Buy	+7,234	New	+$1.77M	0.67%	34
2023 Q1	–	Sell	-3,036	Closed	-$639K	–	208
2022 Q4	$639K	Buy	+3,036	New	+$643K	0.32%	65

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Everhart Financial Group's IWB Position: Q2 2026 in Review

Everhart Financial Group increased its iShares Russell 1000 ETF (IWB) stake by 1.9% in Q2 2026, buying an estimated $5.55K and bringing the position to 747 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #358.

Everhart Financial Group first reported a position in IWB in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.2M in Q4 2024. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Everhart Financial Group held 747 shares of iShares Russell 1000 ETF worth $306K as of Q2 2026.
Everhart Financial Group bought 14 iShares Russell 1000 ETF shares in Q2 2026, an estimated $5.55K.
iShares Russell 1000 ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #358 holding.
Everhart Financial Group first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 6 quarters since.
Everhart Financial Group's iShares Russell 1000 ETF position peaked at $2.2M in Q4 2024.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.