Golden Road Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Golden Road 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	$643K	Hold	1,571	–	–	0.31%	30
2026 Q1	$560K	Hold	1,571	–	–	0.32%	30
2025 Q4	$587K	Sell	1,571 -310	-16%	-$115K	0.33%	26
2025 Q3	$687K	Hold	1,881	–	–	0.4%	26
2025 Q2	$639K	Hold	1,881	–	–	0.42%	23
2025 Q1	$577K	Hold	1,881	–	–	0.45%	22
2024 Q4	$606K	Hold	1,881	–	–	0.46%	22
2024 Q3	$591K	Sell	1,881 -17	-0.9%	-$5.15K	0.46%	22
2024 Q2	$576K	Sell	1,898 -15	-0.8%	-$4.31K	0.47%	21
2024 Q1	$551K	Sell	1,913 -1	-0.1%	-$274	0.46%	20
2023 Q4	$502K	Buy	+1,914	New	+$469K	0.48%	20

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 29.2% 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

Golden Road Advisors's IWB Position: Q2 2026 in Review

Golden Road Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,571 shares worth $643K. The position accounts for 0.31% of the portfolio, ranked #30.

Golden Road Advisors first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $687K in Q3 2025. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Golden Road Advisors held 1,571 shares of iShares Russell 1000 ETF worth $643K as of Q2 2026.
Golden Road Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.31% of Golden Road Advisors's portfolio in Q2 2026, its #30 holding.
Golden Road Advisors first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
Golden Road Advisors's iShares Russell 1000 ETF position peaked at $687K in Q3 2025.
1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.