Financial Alternatives’s iShares Russell 1000 ETF IWB Stock Holding History

Financial Alternatives’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	$348K	Hold	851	–	–	0.17%	61
2026 Q1	$303K	Hold	851	–	–	0.16%	63
2025 Q4	$318K	Hold	851	–	–	0.18%	63
2025 Q3	$311K	Hold	851	–	–	0.19%	67
2025 Q2	$289K	Hold	851	–	–	0.19%	69
2025 Q1	$261K	Hold	851	–	–	0.19%	70
2024 Q4	$274K	Hold	851	–	–	0.19%	71
2024 Q3	$268K	Hold	851	–	–	0.19%	71
2024 Q2	$253K	Hold	851	–	–	0.19%	72
2024 Q1	$245K	Hold	851	–	–	0.19%	70
2023 Q4	$223K	Sell	851 -266	-24%	-$65.1K	0.19%	70
2023 Q3	$262K	Hold	1,117	–	–	0.24%	64
2023 Q2	$272K	Hold	1,117	–	–	0.25%	63
2023 Q1	$252K	Hold	1,117	–	–	0.24%	66
2022 Q4	$235K	Buy	+1,117	New	+$236K	0.23%	72

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 29.2% 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

Financial Alternatives's IWB Position: Q2 2026 in Review

Financial Alternatives held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 851 shares worth $348K. The position accounts for 0.17% of the portfolio, ranked #61.

Financial Alternatives first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Financial Alternatives held 851 shares of iShares Russell 1000 ETF worth $348K as of Q2 2026.
Financial Alternatives left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.17% of Financial Alternatives's portfolio in Q2 2026, its #61 holding.
Financial Alternatives first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.