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Flagstar Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Flagstar 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 		$652K Sell
1,592
-33
-2% -$13.1K 0.2% 106
2026
Q1 		$579K Sell
1,625
-1,054
-39% -$393K 0.21% 103
2025
Q4 		$1M Buy
2,679
+415
+18% +$154K 0.34% 73
2025
Q3 		$827K Sell
2,264
-820
-27% -$289K 0.25% 90
2025
Q2 		$1.05M Sell
3,084
-232
-7% -$72.8K 0.29% 82
2025
Q1 		$1.02M Buy
3,316
+130
+4% +$42K 0.26% 85
2024
Q4 		$1.03M Buy
3,186
+423
+15% +$137K 0.26% 84
2024
Q3 		$869K Sell
2,763
-51
-2% -$15.4K 0.22% 97
2024
Q2 		$837K Sell
2,814
-80
-3% -$23K 0.23% 95
2024
Q1 		$834K Sell
2,894
-194
-6% -$53.2K 0.23% 91
2023
Q4 		$810K Buy
3,088
+304
+11% +$74.4K 0.26% 86
2023
Q3 		$657K Buy
2,784
+4
+0.1% +$979 0.25% 87
2023
Q2 		$678K Sell
2,780
-887
-24% -$204K 0.25% 84
2023
Q1 		$826K Sell
3,667
-243
-6% -$53.5K 0.3% 72
2022
Q4 		$823K Buy
3,910
+146
+4% +$30.9K 0.29% 75
2022
Q3 		$743K Buy
3,764
+962
+34% +$211K 0.28% 74
2022
Q2 		$582K Sell
2,802
-567
-17% -$128K 0.22% 90
2022
Q1 		$842K Sell
3,369
-4,945
-59% -$1.22M 0.26% 74
2021
Q4 		$2.2M Sell
8,314
-200
-2% -$51.5K 0.67% 34
2021
Q3 		$2.06M Buy
+8,514
New +$2.12M 0.69% 33

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

Flagstar Advisors's IWB Position: Q2 2026 in Review

Flagstar Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 2% in Q2 2026, selling an estimated $13.1K and leaving 1,592 shares worth $652K. The position accounts for 0.2% of the portfolio, ranked #106.

Flagstar Advisors first reported a position in IWB in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.2M in Q4 2021. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Flagstar Advisors held 1,592 shares of iShares Russell 1000 ETF worth $652K as of Q2 2026.
  • Flagstar Advisors sold 33 iShares Russell 1000 ETF shares in Q2 2026, an estimated $13.1K.
  • iShares Russell 1000 ETF made up 0.2% of Flagstar Advisors's portfolio in Q2 2026, its #106 holding.
  • Flagstar Advisors first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 20 quarters since.
  • Flagstar Advisors's iShares Russell 1000 ETF position peaked at $2.2M in Q4 2021.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.