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

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 29.18% 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

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. 1,552 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.
1,552 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.