FFA
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Farther Finance Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Farther Finance 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 		$17.3M Sell
42,306
-5,319
-11% -$2.11M 0.14% 134
2026
Q1 		$17.1M Sell
47,625
-12,969
-21% -$4.83M 0.16% 113
2025
Q4 		$22.6M Buy
60,594
+50,596
+506% +$18.7M 0.24% 76
2025
Q3 		$3.65M Buy
9,998
+1,956
+24% +$689K 0.06% 291
2025
Q2 		$2.73M Buy
8,042
+256
+3% +$80.4K 0.05% 286
2025
Q1 		$2.4M Buy
7,786
+444
+6% +$144K 0.06% 264
2024
Q4 		$2.37M Buy
7,342
+953
+15% +$309K 0.09% 195
2024
Q3 		$2.01M Buy
6,389
+1,287
+25% +$390K 0.08% 206
2024
Q2 		$1.52M Buy
5,102
+184
+4% +$52.8K 0.07% 208
2024
Q1 		$1.41M Buy
4,918
+97
+2% +$26.6K 0.09% 198
2023
Q4 		$1.26M Buy
4,821
+2,770
+135% +$678K 0.09% 203
2023
Q3 		$482K Buy
2,051
+1,782
+662% +$436K 0.08% 211
2023
Q2 		$65.6K Hold
269
– – 0.01% 582
2023
Q1 		$60.6K Buy
269
+37
+16% +$8.14K 0.02% 550
2022
Q4 		$48.8K Buy
+232
New +$49.1K 0.02% 491

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
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

Farther Finance Advisors's IWB Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 11% in Q2 2026, selling an estimated $2.11M and leaving 42,306 shares worth $17.3M. The position accounts for 0.14% of the portfolio, ranked #134.

Farther Finance Advisors first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.6M in Q4 2025. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Farther Finance Advisors held 42,306 shares of iShares Russell 1000 ETF worth $17.3M as of Q2 2026.
  • Farther Finance Advisors sold 5,319 iShares Russell 1000 ETF shares in Q2 2026, an estimated $2.11M.
  • iShares Russell 1000 ETF made up 0.14% of Farther Finance Advisors's portfolio in Q2 2026, its #134 holding.
  • Farther Finance Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares Russell 1000 ETF position peaked at $22.6M in Q4 2025.
  • 511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.