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

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

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. 1,551 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.
1,551 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.