Freedom Day Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Freedom Day Solutions’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	$250K	Hold	600	–	–	0.05%	120
2026 Q2	$246K	Sell	600 -1	-0.2%	-$396	0.05%	121
2026 Q1	$214K	Sell	601 -20	-3%	-$7.45K	0.06%	92
2025 Q4	$232K	Hold	621	–	–	0.06%	89
2025 Q3	$227K	Buy	621 +1	+0.2%	+$352	0.06%	90
2025 Q2	$211K	Buy	+620	New	+$195K	0.06%	88
2024 Q4	–	Sell	-722	Closed	-$227K	–	105
2024 Q3	$227K	Sell	722 -50	-6%	-$15.1K	0.07%	92
2024 Q2	$229K	Sell	772 -55	-7%	-$15.8K	0.08%	90
2024 Q1	$238K	Hold	827	–	–	0.08%	93
2023 Q4	$217K	Buy	+827	New	+$202K	0.08%	94
2023 Q3	–	Sell	-824	Closed	-$201K	–	99
2023 Q2	$201K	Buy	+824	New	+$190K	0.09%	98
2022 Q2	–	Sell	-813	Closed	-$203K	–	120
2022 Q1	$203K	Buy	813 +2	+0.2%	+$494	0.09%	121
2021 Q4	$214K	Buy	+811	New	+$209K	0.09%	120

Other funds holding IWB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Freedom Day Solutions's IWB Position: Q3 2026 in Review

Freedom Day Solutions held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 600 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #120.

Freedom Day Solutions first reported a position in IWB in Q4 2021 and has held it in 13 quarters since. 1,013 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Freedom Day Solutions held 600 shares of iShares Russell 1000 ETF worth $250K as of Q3 2026.
Freedom Day Solutions left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
iShares Russell 1000 ETF made up 0.05% of Freedom Day Solutions's portfolio in Q3 2026, its #120 holding.
Freedom Day Solutions first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 13 quarters since.
1,013 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Freedom Day Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.