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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Freedom Day Solutions's IWB Position: Q1 2026 in Review

Freedom Day Solutions reduced its iShares Russell 1000 ETF (IWB) stake by 3.2% in Q1 2026, selling an estimated $7.45K and leaving 601 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #92.

Freedom Day Solutions first reported a position in IWB in Q4 2021 and has held it in 11 quarters since. The position peaked at $238K in Q1 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Freedom Day Solutions held 601 shares of iShares Russell 1000 ETF worth $214K as of Q1 2026.
Freedom Day Solutions sold 20 iShares Russell 1000 ETF shares in Q1 2026, an estimated $7.45K.
iShares Russell 1000 ETF made up 0.06% of Freedom Day Solutions's portfolio in Q1 2026, its #92 holding.
Freedom Day Solutions first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 11 quarters since.
Freedom Day Solutions's iShares Russell 1000 ETF position peaked at $238K in Q1 2024.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Freedom Day Solutions's 13F filing for Q1 2026, filed 5 May 2026.