FFA
IWB icon

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
Q3 		$16.6M Sell
39,838
-2,468
-6% -$1.03M 0.12% 149
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

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Farther Finance Advisors's IWB Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 5.8% in Q3 2026, selling an estimated $1.03M and leaving 39,838 shares worth $16.6M. The position accounts for 0.12% of the portfolio, ranked #149.

Farther Finance Advisors first reported a position in IWB in Q4 2022 and has held it in 16 quarters since. The position peaked at $22.6M in Q4 2025. 82 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Farther Finance Advisors held 39,838 shares of iShares Russell 1000 ETF worth $16.6M as of Q3 2026.
  • Farther Finance Advisors sold 2,468 iShares Russell 1000 ETF shares in Q3 2026, an estimated $1.03M.
  • iShares Russell 1000 ETF made up 0.12% of Farther Finance Advisors's portfolio in Q3 2026, its #149 holding.
  • Farther Finance Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares Russell 1000 ETF position peaked at $22.6M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.