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Goldstone Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Goldstone Financial Group’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 		$220K Sell
538
-227
-30% -$90K 0.02% 229
2026
Q1 		$273K Buy
765
+15
+2% +$5.59K 0.03% 202
2025
Q4 		$280K Hold
750
– – 0.03% 198
2025
Q3 		$274K Hold
750
– – 0.03% 191
2025
Q2 		$258K Buy
+750
New +$235K 0.03% 184

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 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Goldstone Financial Group's IWB Position: Q2 2026 in Review

Goldstone Financial Group reduced its iShares Russell 1000 ETF (IWB) stake by 30% in Q2 2026, selling an estimated $90K and leaving 538 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #229.

Goldstone Financial Group first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. The position peaked at $280K in Q4 2025. 1,555 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Goldstone Financial Group held 538 shares of iShares Russell 1000 ETF worth $220K as of Q2 2026.
  • Goldstone Financial Group sold 227 iShares Russell 1000 ETF shares in Q2 2026, an estimated $90K.
  • iShares Russell 1000 ETF made up 0.02% of Goldstone Financial Group's portfolio in Q2 2026, its #229 holding.
  • Goldstone Financial Group first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
  • Goldstone Financial Group's iShares Russell 1000 ETF position peaked at $280K in Q4 2025.
  • 1,555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.