Fiduciary Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Fiduciary Financial Group’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	$3.4M	Hold	8,312	–	–	0.39%	46
2026 Q1	$2.96M	Buy	8,312 +197	+2%	+$73.4K	0.39%	45
2025 Q4	$3.03M	Hold	8,115	–	–	0.43%	42
2025 Q3	$2.97M	Sell	8,115 -204	-2%	-$71.9K	0.47%	40
2025 Q2	$2.82M	Sell	8,319 -43	-0.5%	-$13.5K	0.51%	38
2025 Q1	$2.41M	Hold	8,362	–	–	0.52%	38
2024 Q4	$2.67M	Hold	8,362	–	–	0.58%	36
2024 Q3	$2.62M	Sell	8,362 -102	-1%	-$30.9K	0.6%	33
2024 Q2	$2.62M	Buy	+8,464	New	+$2.43M	0.63%	35

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

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

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Fiduciary Financial Group's IWB Position: Q2 2026 in Review

Fiduciary Financial Group held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 8,312 shares worth $3.4M. The position accounts for 0.39% of the portfolio, ranked #46.

Fiduciary Financial Group first reported a position in IWB in Q2 2024 and has held it in 9 quarters since. 469 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Fiduciary Financial Group held 8,312 shares of iShares Russell 1000 ETF worth $3.4M as of Q2 2026.
Fiduciary Financial Group left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.39% of Fiduciary Financial Group's portfolio in Q2 2026, its #46 holding.
Fiduciary Financial Group first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 9 quarters since.
469 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.