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

Finley Financial’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 		$1.94M Sell
4,745
-220
-4% -$87.2K 0.78% 24
2026
Q1 		$1.77M Hold
4,965
– – 0.83% 23
2025
Q4 		$1.85M Sell
4,965
-1,420
-22% -$526K 0.85% 22
2025
Q3 		$2.33M Sell
6,385
-200
-3% -$70.4K 1.08% 18
2025
Q2 		$2.24M Hold
6,585
– – 1.12% 19
2025
Q1 		$2M Sell
6,585
-300
-4% -$97K 1.12% 20
2024
Q4 		$2.25M Buy
+6,885
New +$2.23M 1.17% 20

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Finley Financial's IWB Position: Q2 2026 in Review

Finley Financial reduced its iShares Russell 1000 ETF (IWB) stake by 4.4% in Q2 2026, selling an estimated $87.2K and leaving 4,745 shares worth $1.94M. The position accounts for 0.78% of the portfolio, ranked #24.

Finley Financial first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q3 2025. 461 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Finley Financial held 4,745 shares of iShares Russell 1000 ETF worth $1.94M as of Q2 2026.
  • Finley Financial sold 220 iShares Russell 1000 ETF shares in Q2 2026, an estimated $87.2K.
  • iShares Russell 1000 ETF made up 0.78% of Finley Financial's portfolio in Q2 2026, its #24 holding.
  • Finley Financial first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Finley Financial's iShares Russell 1000 ETF position peaked at $2.33M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.