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 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

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 22.96% 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

Freedom Day Solutions's IWB Position: Q2 2026 in Review

Freedom Day Solutions reduced its iShares Russell 1000 ETF (IWB) stake by 0.17% in Q2 2026, selling an estimated $396 and leaving 600 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #121.

Freedom Day Solutions first reported a position in IWB in Q4 2021 and has held it in 12 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Freedom Day Solutions held 600 shares of iShares Russell 1000 ETF worth $246K as of Q2 2026.
Freedom Day Solutions sold 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
iShares Russell 1000 ETF made up 0.05% of Freedom Day Solutions's portfolio in Q2 2026, its #121 holding.
Freedom Day Solutions first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 12 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Freedom Day Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.