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Flagship Harbor Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Flagship Harbor Advisors’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 		$816K Sell
1,993
-673
-25% -$267K 0.03% 394
2026
Q1 		$951K Sell
2,666
-305
-10% -$114K 0.04% 320
2025
Q4 		$1.11M Sell
2,971
-30
-1% -$11.1K 0.05% 278
2025
Q3 		$1.1M Buy
3,001
+100
+3% +$35.2K 0.05% 295
2025
Q2 		$985K Hold
2,901
– – 0.05% 312
2025
Q1 		$890K Hold
2,901
– – 0.05% 304
2024
Q4 		$934K Buy
2,901
+1
+0% +$324 0.05% 286
2024
Q3 		$912K Buy
2,900
+500
+21% +$151K 0.05% 279
2024
Q2 		$714K Hold
2,400
– – 0.04% 319
2024
Q1 		$691K Hold
2,400
– – 0.04% 311
2023
Q4 		$629K Buy
2,400
+251
+12% +$61.5K 0.05% 311
2023
Q3 		$505K Hold
2,149
– – 0.04% 326
2023
Q2 		$524K Hold
2,149
– – 0.04% 320
2023
Q1 		$484K Sell
2,149
-46
-2% -$10.1K 0.05% 359
2022
Q4 		$462K Buy
2,195
+1
+0% +$212 0.05% 354
2022
Q3 		$433K Sell
2,194
-16
-0.7% -$3.51K 0.05% 342
2022
Q2 		$459K Hold
2,210
– – 0.05% 340
2022
Q1 		$553K Buy
2,210
+63
+3% +$15.6K 0.05% 327
2021
Q4 		$568K Buy
2,147
+17
+0.8% +$4.38K 0.05% 332
2021
Q3 		$516K Hold
2,130
– – 0.06% 338
2021
Q2 		$516K Sell
2,130
-41
-2% -$9.66K 0.06% 339
2021
Q1 		$486K Hold
2,171
– – 0.06% 354
2020
Q4 		$460K Hold
2,171
– – 0.06% 333
2020
Q3 		$406K Sell
2,171
-550
-20% -$102K 0.05% 297
2020
Q2 		$467K Buy
2,721
+350
+15% +$56.6K 0.07% 265
2020
Q1 		$336K Hold
2,371
– – 0.07% 269
2019
Q4 		$423K Sell
2,371
-172
-7% -$29.4K 0.07% 267
2019
Q3 		$418K Hold
2,543
– – 0.08% 244
2019
Q2 		$413K Hold
2,543
– – 0.09% 243
2019
Q1 		$400K Hold
2,543
– – 0.08% 256
2018
Q4 		$352K Sell
2,543
-4,730
-65% -$708K 0.09% 243
2018
Q3 		$1.18M Sell
7,273
-654
-8% -$104K 0.22% 114
2018
Q2 		$1.2M Buy
7,927
+5,078
+178% +$765K 0.24% 101
2018
Q1 		$409K Sell
2,849
-24
-0.8% -$3.65K 0.12% 201
2017
Q4 		$439K Buy
2,873
+659
+30% +$95.4K 0.13% 192
2017
Q3 		$313K Sell
2,214
-270
-11% -$37K 0.1% 231
2017
Q2 		$334K Hold
2,484
– – 0.12% 209
2017
Q1 		$325K Hold
2,484
– – 0.12% 205
2016
Q4 		$314K Buy
+2,484
New +$302K 0.14% 186

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

Flagship Harbor Advisors's IWB Position: Q2 2026 in Review

Flagship Harbor Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 25% in Q2 2026, selling an estimated $267K and leaving 1,993 shares worth $816K. The position accounts for 0.03% of the portfolio, ranked #394.

Flagship Harbor Advisors first reported a position in IWB in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.2M in Q2 2018. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Flagship Harbor Advisors held 1,993 shares of iShares Russell 1000 ETF worth $816K as of Q2 2026.
  • Flagship Harbor Advisors sold 673 iShares Russell 1000 ETF shares in Q2 2026, an estimated $267K.
  • iShares Russell 1000 ETF made up 0.03% of Flagship Harbor Advisors's portfolio in Q2 2026, its #394 holding.
  • Flagship Harbor Advisors first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 39 quarters since.
  • Flagship Harbor Advisors's iShares Russell 1000 ETF position peaked at $1.2M in Q2 2018.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.