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 Q2	$256K	Sell	2,500 -367	-13%	-$145K	0.06%	192
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fi3 Financial Advisors's IWB Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 13% in Q2 2026, selling an estimated $145K and leaving 2,500 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #192.

Fi3 Financial Advisors first reported a position in IWB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.07M in Q4 2025. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Fi3 Financial Advisors held 2,500 shares of iShares Russell 1000 ETF worth $256K as of Q2 2026.
Fi3 Financial Advisors sold 367 iShares Russell 1000 ETF shares in Q2 2026, an estimated $145K.
iShares Russell 1000 ETF made up 0.06% of Fi3 Financial Advisors's portfolio in Q2 2026, its #192 holding.
Fi3 Financial Advisors first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
Fi3 Financial Advisors's iShares Russell 1000 ETF position peaked at $1.07M in Q4 2025.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.