Flagstar Advisors
IWB icon

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
Q3 		$858K Buy
2,063
+471
+30% +$196K 0.26% 95
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

National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
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

Flagstar Advisors's IWB Position: Q3 2026 in Review

Flagstar Advisors increased its iShares Russell 1000 ETF (IWB) stake by 30% in Q3 2026, buying an estimated $196K and bringing the position to 2,063 shares worth $858K. The position accounts for 0.26% of the portfolio, ranked #95.

Flagstar Advisors first reported a position in IWB in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.2M in Q4 2021. 656 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Flagstar Advisors held 2,063 shares of iShares Russell 1000 ETF worth $858K as of Q3 2026.
  • Flagstar Advisors bought 471 iShares Russell 1000 ETF shares in Q3 2026, an estimated $196K.
  • iShares Russell 1000 ETF made up 0.26% of Flagstar Advisors's portfolio in Q3 2026, its #95 holding.
  • Flagstar Advisors first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 21 quarters since.
  • Flagstar Advisors's iShares Russell 1000 ETF position peaked at $2.2M in Q4 2021.
  • 656 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.