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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
Q3 		$3.87M Sell
9,301
-762
-8% -$317K 1.05% 22
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% -$9.5M 0.66% 12
2020
Q2 		$9.7M Buy
+56,516
New +$9.14M 4.92% 10

Other funds holding IWB

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Financial Services Advisory's IWB Position: Q3 2026 in Review

Financial Services Advisory reduced its iShares Russell 1000 ETF (IWB) stake by 7.6% in Q3 2026, selling an estimated $317K and leaving 9,301 shares worth $3.87M. The position accounts for 1.05% of the portfolio, ranked #22.

Financial Services Advisory first reported a position in IWB in Q2 2020 and has held it in 19 quarters since. The position peaked at $19.1M in Q4 2024. 539 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Financial Services Advisory held 9,301 shares of iShares Russell 1000 ETF worth $3.87M as of Q3 2026.
  • Financial Services Advisory sold 762 iShares Russell 1000 ETF shares in Q3 2026, an estimated $317K.
  • iShares Russell 1000 ETF made up 1.05% of Financial Services Advisory's portfolio in Q3 2026, its #22 holding.
  • Financial Services Advisory first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 19 quarters since.
  • Financial Services Advisory's iShares Russell 1000 ETF position peaked at $19.1M in Q4 2024.
  • 539 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Financial Services Advisory's 13F filing for Q3 2026, filed 26 Oct 2026.