Financial Services Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

Financial Services Advisory’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	$4.12M	Sell	10,063 -149	-1%	-$59.1K	1.03%	23
2026 Q1	$3.64M	Sell	10,212 -431	-4%	-$161K	1.73%	16
2025 Q4	$3.97M	Sell	10,643 -66	-0.6%	-$24.4K	1.43%	17
2025 Q3	$3.91M	Sell	10,709 -528	-5%	-$186K	1.51%	18
2025 Q2	$3.82M	Sell	11,237 -135	-1%	-$42.4K	1.84%	15
2025 Q1	$3.49M	Sell	11,372 -47,821	-81%	-$15.5M	1.32%	17
2024 Q4	$19.1M	Buy	59,193 +1,756	+3%	+$569K	4.47%	9
2024 Q3	$18.1M	Buy	57,437 +834	+1%	+$253K	4.37%	9
2024 Q2	$16.8M	Buy	56,603 +388	+0.7%	+$111K	4.61%	7
2024 Q1	$16.2M	Buy	56,215 +395	+0.7%	+$108K	4.03%	9
2023 Q4	$14.6M	Buy	+55,820	New	+$13.7M	4.19%	7
2022 Q1	–	Sell	-4,803	Closed	-$883K	–	32
2021 Q4	$883K	Buy	4,803 +1,397	+41%	+$360K	0.28%	34
2021 Q3	$823K	Sell	3,406 -137	-4%	-$34.1K	0.28%	34
2021 Q2	$858K	Buy	3,543 +435	+14%	+$102K	0.37%	31
2021 Q1	$696K	Sell	3,108 -1,765	-36%	-$386K	0.32%	25
2020 Q4	$1.03M	Buy	4,873 +5	+0.1%	+$998	0.4%	22
2020 Q3	$911K	Sell	4,868 -51,648	-91%	-$9.54M	0.66%	12
2020 Q2	$9.7M	Buy	+56,516	New	+$9.14M	4.92%	10

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 Services Advisory's IWB Position: Q2 2026 in Review

Financial Services Advisory reduced its iShares Russell 1000 ETF (IWB) stake by 1.5% in Q2 2026, selling an estimated $59.1K and leaving 10,063 shares worth $4.12M. The position accounts for 1.03% of the portfolio, ranked #23.

Financial Services Advisory first reported a position in IWB in Q2 2020 and has held it in 18 quarters since. The position peaked at $19.1M in Q4 2024. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Financial Services Advisory held 10,063 shares of iShares Russell 1000 ETF worth $4.12M as of Q2 2026.
Financial Services Advisory sold 149 iShares Russell 1000 ETF shares in Q2 2026, an estimated $59.1K.
iShares Russell 1000 ETF made up 1.03% of Financial Services Advisory's portfolio in Q2 2026, its #23 holding.
Financial Services Advisory first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 18 quarters since.
Financial Services Advisory's iShares Russell 1000 ETF position peaked at $19.1M in Q4 2024.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.