Financial Network Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Financial Network Wealth Management’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	$245K	Sell	599 -19	-3%	-$7.53K	0.07%	106
2026 Q1	$220K	Sell	618 -19	-3%	-$7.08K	0.07%	105
2025 Q4	$237K	Sell	637 -20	-3%	-$7.41K	0.07%	103
2025 Q3	$245K	Buy	+657	New	+$231K	0.08%	102
2025 Q1	$291K	Hold	951	–	–	0.1%	92
2024 Q4	$306K	Hold	951	–	–	0.11%	88
2024 Q3	$298K	Hold	951	–	–	0.11%	93
2024 Q2	$282K	Buy	+951	New	+$273K	0.11%	88
2024 Q1	–	Sell	-951	Closed	-$249K	–	73
2023 Q4	$249K	Hold	951	–	–	0.11%	94
2023 Q3	$223K	Hold	951	–	–	0.11%	93
2023 Q2	$239K	Hold	951	–	–	0.11%	88
2023 Q1	$214K	Hold	951	–	–	0.11%	92
2022 Q4	$200K	Buy	+951	New	+$201K	0.11%	100
2022 Q2	–	Sell	-951	Closed	-$238K	–	108
2022 Q1	$238K	Hold	951	–	–	0.12%	95
2021 Q4	$251K	Hold	951	–	–	0.13%	98
2021 Q3	$230K	Hold	951	–	–	0.13%	97
2021 Q2	$230K	Hold	951	–	–	0.14%	93
2021 Q1	$213K	Hold	951	–	–	0.14%	98
2020 Q4	$201K	Buy	+951	New	+$190K	0.16%	93

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

Financial Network Wealth Management's IWB Position: Q2 2026 in Review

Financial Network Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 3.1% in Q2 2026, selling an estimated $7.53K and leaving 599 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #106.

Financial Network Wealth Management first reported a position in IWB in Q4 2020 and has held it in 19 quarters since. The position peaked at $306K in Q4 2024. 1,555 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Financial Network Wealth Management held 599 shares of iShares Russell 1000 ETF worth $245K as of Q2 2026.
Financial Network Wealth Management sold 19 iShares Russell 1000 ETF shares in Q2 2026, an estimated $7.53K.
iShares Russell 1000 ETF made up 0.07% of Financial Network Wealth Management's portfolio in Q2 2026, its #106 holding.
Financial Network Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 19 quarters since.
Financial Network Wealth Management's iShares Russell 1000 ETF position peaked at $306K in Q4 2024.
1,555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Financial Network Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.