FWI
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Facet Wealth Inc’s iShares Russell 1000 ETF IWB Stock Holding History

Facet Wealth Inc’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 		$1.97M Buy
4,818
+1,364
+39% +$541K 0.03% 88
2026
Q1 		$1.23M Buy
3,454
+50
+1% +$18.6K 0.02% 93
2025
Q4 		$1.3M Buy
3,404
+649
+24% +$240K 0.02% 88
2025
Q3 		$1.01M Sell
2,755
-2
-0.1% -$704 0.02% 84
2025
Q2 		$958K Buy
2,757
+242
+10% +$76K 0.02% 75
2025
Q1 		$778K Sell
2,515
-252
-9% -$81.5K 0.02% 72
2024
Q4 		$917K Sell
2,767
-296
-10% -$95.9K 0.02% 66
2024
Q3 		$960K Buy
3,063
+16
+0.5% +$4.85K 0.03% 65
2024
Q2 		$907K Sell
3,047
-404
-12% -$116K 0.03% 65
2024
Q1 		$981K Buy
3,451
+814
+31% +$223K 0.03% 55
2023
Q4 		$716K Buy
2,637
+1,298
+97% +$318K 0.03% 61
2023
Q3 		$307K Sell
1,339
-560
-29% -$137K 0.02% 74
2023
Q2 		$471K Buy
+1,899
New +$437K 0.02% 64
2022
Q1 		– Sell
-907
Closed -$240K – 70
2021
Q4 		$240K Sell
907
-10
-1% -$2.57K 0.02% 67
2021
Q3 		$222K Buy
+917
New +$228K 0.03% 56

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Facet Wealth Inc's IWB Position: Q2 2026 in Review

Facet Wealth Inc increased its iShares Russell 1000 ETF (IWB) stake by 39% in Q2 2026, buying an estimated $541K and bringing the position to 4,818 shares worth $1.97M. The position accounts for 0.03% of the portfolio, ranked #88.

Facet Wealth Inc first reported a position in IWB in Q3 2021 and has held it in 15 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Facet Wealth Inc held 4,818 shares of iShares Russell 1000 ETF worth $1.97M as of Q2 2026.
  • Facet Wealth Inc bought 1,364 iShares Russell 1000 ETF shares in Q2 2026, an estimated $541K.
  • iShares Russell 1000 ETF made up 0.03% of Facet Wealth Inc's portfolio in Q2 2026, its #88 holding.
  • Facet Wealth Inc first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 15 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.