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BFC Planning, Inc.’s iShares Russell 1000 ETF IWB Stock Holding History

BFC Planning, Inc.’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 		$161K Buy
+392
New +$155K 0.01% 1021
2026
Q1 		– Sell
-274
Closed -$102K – 3183
2025
Q4 		$102K Buy
+274
New +$101K ﹤0.01% 1104

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s IWB Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 392 shares worth $161K. The stake represents 0.01% of the portfolio and ranks #1021 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in IWB as recently as Q4 2025.

BFC Planning, Inc. first reported a position in IWB in Q4 2025 and has held it in 2 quarters since. 1,563 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • BFC Planning, Inc. held 392 shares of iShares Russell 1000 ETF worth $161K as of Q2 2026.
  • iShares Russell 1000 ETF was a new BFC Planning, Inc. position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1021 holding.
  • BFC Planning, Inc. first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,563 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.