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Focus Financial Network’s iShares Russell 1000 ETF IWB Stock Holding History

Focus Financial Network’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 		$1.99M Sell
4,867
-322
-6% -$128K 0.06% 240
2026
Q1 		$1.85M Buy
5,189
+34
+0.7% +$12.7K 0.07% 226
2025
Q4 		$1.93M Buy
5,155
+452
+10% +$167K 0.07% 217
2025
Q3 		$1.72M Hold
4,703
– – 0.06% 232
2025
Q2 		$1.6M Buy
4,703
+1,679
+56% +$527K 0.06% 224
2025
Q1 		$928K Buy
+3,024
New +$978K 0.04% 292
2024
Q1 		– Sell
-1,859
Closed -$488K – 690
2023
Q4 		$488K Buy
+1,859
New +$455K 0.02% 461
2022
Q1 		– Sell
-2,199
Closed -$581K – 566
2021
Q4 		$581K Buy
2,199
+98
+5% +$25.2K 0.09% 201
2021
Q3 		$508K Hold
2,101
– – 0.07% 257
2021
Q2 		$509K Hold
2,101
– – 0.07% 259
2021
Q1 		$470K Buy
+2,101
New +$460K 0.06% 266

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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

Focus Financial Network's IWB Position: Q2 2026 in Review

Focus Financial Network reduced its iShares Russell 1000 ETF (IWB) stake by 6.2% in Q2 2026, selling an estimated $128K and leaving 4,867 shares worth $1.99M. The position accounts for 0.06% of the portfolio, ranked #240.

Focus Financial Network first reported a position in IWB in Q1 2021 and has held it in 11 quarters since. 471 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Focus Financial Network held 4,867 shares of iShares Russell 1000 ETF worth $1.99M as of Q2 2026.
  • Focus Financial Network sold 322 iShares Russell 1000 ETF shares in Q2 2026, an estimated $128K.
  • iShares Russell 1000 ETF made up 0.06% of Focus Financial Network's portfolio in Q2 2026, its #240 holding.
  • Focus Financial Network first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 11 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.