Flaharty Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-3,388
| Closed | -$1.21M | – | 84 |
|
|
2026
Q1 | $1.21M | Sell |
3,388
-37
| -1% | -$13.8K | 0.15% | 51 |
|
|
2025
Q4 | $1.28M | Hold |
3,425
| – | – | 0.16% | 52 |
|
|
2025
Q3 | $1.25M | Hold |
3,425
| – | – | 0.16% | 43 |
|
|
2025
Q2 | $1.16M | Sell |
3,425
-18
| -0.5% | -$5.65K | 0.16% | 43 |
|
|
2025
Q1 | $1.06M | Sell |
3,443
-85
| -2% | -$27.5K | 0.15% | 47 |
|
|
2024
Q4 | $1.14M | Hold |
3,528
| – | – | 0.17% | 44 |
|
|
2024
Q3 | $1.11M | Hold |
3,528
| – | – | 0.16% | 46 |
|
|
2024
Q2 | $1.05M | Sell |
3,528
-25
| -0.7% | -$7.18K | 0.16% | 49 |
|
|
2024
Q1 | $1.02M | Sell |
3,553
-20
| -0.6% | -$5.48K | 0.15% | 51 |
|
|
2023
Q4 | $937K | Hold |
3,573
| – | – | 0.15% | 49 |
|
|
2023
Q3 | $839K | Hold |
3,573
| – | – | 0.14% | 50 |
|
|
2023
Q2 | $871K | Sell |
3,573
-65
| -2% | -$15K | 0.15% | 49 |
|
|
2023
Q1 | $819K | Sell |
3,638
-11
| -0.3% | -$2.42K | 0.15% | 49 |
|
|
2022
Q4 | $768K | Buy |
3,649
+11
| +0.3% | +$2.33K | 0.14% | 56 |
|
|
2022
Q3 | $718K | Sell |
3,638
-22
| -0.6% | -$4.83K | 0.15% | 54 |
|
|
2022
Q2 | $760K | Sell |
3,660
-345
| -9% | -$78K | 0.15% | 49 |
|
|
2022
Q1 | $1M | Sell |
4,005
-16
| -0.4% | -$3.95K | 0.18% | 45 |
|
|
2021
Q4 | $1.06M | Buy |
4,021
+1
| +0% | +$257 | 0.2% | 48 |
|
|
2021
Q3 | $972K | Sell |
4,020
-71
| -2% | -$17.7K | 0.2% | 47 |
|
|
2021
Q2 | $990K | Sell |
4,091
-8
| -0.2% | -$1.89K | 0.21% | 47 |
|
|
2021
Q1 | $917K | Buy |
4,099
+1
| +0% | +$219 | 0.21% | 48 |
|
|
2020
Q4 | $868K | Buy |
4,098
+1
| +0% | +$200 | 0.22% | 49 |
|
|
2020
Q3 | $767K | Sell |
4,097
-2,278
| -36% | -$421K | 0.24% | 38 |
|
|
2020
Q2 | $1.09M | Sell |
6,375
-232
| -4% | -$37.5K | 0.38% | 30 |
|
|
2020
Q1 | $935K | Buy |
6,607
+234
| +4% | +$39.6K | 0.43% | 28 |
|
|
2019
Q4 | $1.14M | Buy |
6,373
+1
| +0% | +$171 | 0.4% | 28 |
|
|
2019
Q3 | $1.05M | Buy |
6,372
+1
| +0% | +$164 | 0.4% | 28 |
|
|
2019
Q2 | $1.04M | Buy |
6,371
+2
| +0% | +$320 | 0.4% | 23 |
|
|
2019
Q1 | $1M | Sell |
6,369
-98
| -2% | -$14.8K | 0.4% | 24 |
|
|
2018
Q4 | $897K | Sell |
6,467
-313
| -5% | -$46.8K | 0.38% | 26 |
|
|
2018
Q3 | $1.1M | Buy |
6,780
+90
| +1% | +$14.3K | 0.43% | 23 |
|
|
2018
Q2 | $1.02M | Buy |
+6,690
| New | +$1.01M | 0.4% | 25 |
|
|
2018
Q1 | – | Sell |
-6,785
| Closed | -$1.03M | – | 96 |
|
|
2017
Q4 | $1.03M | Sell |
6,785
-61
| -0.9% | -$8.83K | 0.45% | 26 |
|
|
2017
Q3 | $968K | Buy |
6,846
+6,839
| +97,700% | +$938K | 0.5% | 22 |
|
|
2017
Q2 | $920 | Sell |
7
-6,772
| -100% | -$904K | 0.52% | 21 |
|
|
2017
Q1 | $886K | Buy |
+6,779
| New | +$878K | 0.56% | 22 |
|
Other funds holding IWB
Flaharty Asset Management's IWB Position: Q2 2026 in Review
Flaharty Asset Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 3,388 shares — an estimated $1.21M sold.
Flaharty Asset Management first reported a position in IWB in Q1 2017 and held it in 36 quarters. The position peaked at $1.28M in Q4 2025. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Flaharty Asset Management reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
- Flaharty Asset Management sold 3,388 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.21M.
- Flaharty Asset Management first reported a position in iShares Russell 1000 ETF in Q1 2017 and held it in 36 quarters.
- Flaharty Asset Management's iShares Russell 1000 ETF position peaked at $1.28M in Q4 2025.
- 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.