GAA
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Guardian Asset Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Guardian Asset 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 		$474K Buy
1,157
+13
+1% +$5.15K 0.22% 79
2026
Q1 		$408K Sell
1,144
-8
-0.7% -$2.98K 0.24% 66
2025
Q4 		$430K Buy
1,152
+3
+0.3% +$1.11K 0.22% 69
2025
Q3 		$420K Buy
1,149
+3
+0.3% +$1.06K 0.23% 73
2025
Q2 		$389K Buy
1,146
+2
+0.2% +$628 0.22% 75
2025
Q1 		$351K Buy
1,144
+2
+0.2% +$647 0.23% 78
2024
Q4 		$368K Buy
1,142
+3
+0.3% +$972 0.24% 74
2024
Q3 		$357K Buy
1,139
+3
+0.3% +$909 0.24% 78
2024
Q2 		$338K Buy
1,136
+28
+3% +$8.04K 0.25% 72
2024
Q1 		$319K Sell
1,108
-24
-2% -$6.58K 0.26% 71
2023
Q4 		$297K Buy
+1,132
New +$277K 0.28% 73

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Guardian Asset Advisors's IWB Position: Q2 2026 in Review

Guardian Asset Advisors increased its iShares Russell 1000 ETF (IWB) stake by 1.1% in Q2 2026, buying an estimated $5.15K and bringing the position to 1,157 shares worth $474K. The position accounts for 0.22% of the portfolio, ranked #79.

Guardian Asset Advisors first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Guardian Asset Advisors held 1,157 shares of iShares Russell 1000 ETF worth $474K as of Q2 2026.
  • Guardian Asset Advisors bought 13 iShares Russell 1000 ETF shares in Q2 2026, an estimated $5.15K.
  • iShares Russell 1000 ETF made up 0.22% of Guardian Asset Advisors's portfolio in Q2 2026, its #79 holding.
  • Guardian Asset Advisors first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.