Financial Plan Inc’s iShares Russell 1000 ETF IWB Stock Holding History

Financial Plan Inc’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	$214K	Buy	+523	New	+$207K	0.02%	90

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 Plan Inc's IWB Position: Q2 2026 in Review

Financial Plan Inc opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 523 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #90 among its holdings.

1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Financial Plan Inc held 523 shares of iShares Russell 1000 ETF worth $214K as of Q2 2026.
iShares Russell 1000 ETF was a new Financial Plan Inc position in Q2 2026.
iShares Russell 1000 ETF made up 0.02% of Financial Plan Inc's portfolio in Q2 2026, its #90 holding.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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