Fi3 Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Fi3 Financial 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 Q1	$1.02M	Hold	2,867	–	–	0.3%	35
2025 Q4	$1.07M	Hold	2,867	–	–	0.33%	33
2025 Q3	$1.05M	Hold	2,867	–	–	0.35%	31
2025 Q2	$974K	Hold	2,867	–	–	0.35%	29
2025 Q1	$879K	Hold	2,867	–	–	0.36%	32
2024 Q4	$924K	Hold	2,867	–	–	0.35%	33
2024 Q3	$901K	Hold	2,867	–	–	0.36%	31
2024 Q2	$853K	Hold	2,867	–	–	0.38%	27
2024 Q1	$806K	Sell	2,867 -6	-0.2%	-$1.64K	0.37%	27
2023 Q4	$753K	Sell	2,873 -40	-1%	-$9.79K	0.36%	30
2023 Q3	$684K	Hold	2,913	–	–	0.37%	31
2023 Q2	$710K	Hold	2,913	–	–	0.37%	29
2023 Q1	$656K	Hold	2,913	–	–	0.35%	32
2022 Q4	$613K	Buy	2,913 +741	+34%	+$157K	0.35%	32
2022 Q3	$429K	Buy	2,172 +140	+7%	+$30.7K	0.39%	28
2022 Q2	$424K	Buy	+2,032	New	+$459K	0.35%	30

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Fi3 Financial Advisors's IWB Position: Q1 2026 in Review

Fi3 Financial Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 2,867 shares worth $1.02M. The position accounts for 0.3% of the portfolio, ranked #35.

Fi3 Financial Advisors first reported a position in IWB in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.07M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Fi3 Financial Advisors held 2,867 shares of iShares Russell 1000 ETF worth $1.02M as of Q1 2026.
Fi3 Financial Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.3% of Fi3 Financial Advisors's portfolio in Q1 2026, its #35 holding.
Fi3 Financial Advisors first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 16 quarters since.
Fi3 Financial Advisors's iShares Russell 1000 ETF position peaked at $1.07M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.