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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 1,556 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.
1,556 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.