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Fragasso Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Fragasso Financial 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 		$3.29M Buy
8,035
+2
+0% +$793 0.18% 54
2026
Q1 		$2.9M Buy
8,033
+402
+5% +$150K 0.18% 54
2025
Q4 		$2.85M Sell
7,631
-300
-4% -$111K 0.17% 54
2025
Q3 		$2.91M Sell
7,931
-181
-2% -$63.8K 0.18% 54
2025
Q2 		$2.75M Buy
8,112
+5,041
+164% +$1.58M 0.19% 58
2025
Q1 		$942K Sell
3,071
-255
-8% -$82.5K 0.07% 129
2024
Q4 		$1.07M Sell
3,326
-269
-7% -$87.1K 0.08% 115
2024
Q3 		$1.13M Sell
3,595
-15
-0.4% -$4.54K 0.09% 110
2024
Q2 		$1.07M Sell
3,610
-7
-0.2% -$2.01K 0.09% 110
2024
Q1 		$1.04M Sell
3,617
-494
-12% -$135K 0.09% 111
2023
Q4 		$1.08M Buy
4,111
+404
+11% +$98.9K 0.1% 108
2023
Q3 		$871K Hold
3,707
– – 0.09% 109
2023
Q2 		$904K Buy
3,707
+12
+0.3% +$2.76K 0.1% 114
2023
Q1 		$832K Sell
3,695
-6,434
-64% -$1.42M 0.09% 107
2022
Q4 		$2.13M Buy
10,129
+8,660
+590% +$1.83M 0.25% 58
2022
Q3 		$290K Buy
1,469
+422
+40% +$92.5K 0.04% 144
2022
Q2 		$218K Sell
1,047
-11
-1% -$2.49K 0.03% 174
2022
Q1 		$265K Buy
1,058
+36
+4% +$8.89K 0.03% 159
2021
Q4 		$270K Buy
1,022
+7
+0.7% +$1.8K 0.03% 152
2021
Q3 		$245K Buy
1,015
+4
+0.4% +$994 0.03% 140
2021
Q2 		$245K Sell
1,011
-16
-2% -$3.77K 0.03% 133
2021
Q1 		$230K Buy
1,027
+4
+0.4% +$876 0.03% 130
2020
Q4 		$217K Buy
+1,023
New +$204K 0.03% 125

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

Fragasso Financial Advisors's IWB Position: Q2 2026 in Review

Fragasso Financial Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.02% in Q2 2026, buying an estimated $793 and bringing the position to 8,035 shares worth $3.29M. The position accounts for 0.18% of the portfolio, ranked #54.

Fragasso Financial Advisors first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. 471 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Fragasso Financial Advisors held 8,035 shares of iShares Russell 1000 ETF worth $3.29M as of Q2 2026.
  • Fragasso Financial Advisors bought 2 iShares Russell 1000 ETF shares in Q2 2026, an estimated $793.
  • iShares Russell 1000 ETF made up 0.18% of Fragasso Financial Advisors's portfolio in Q2 2026, its #54 holding.
  • Fragasso Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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