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

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

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

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. 365 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.
365 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.