Holistic Financial Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Holistic Financial Partners’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	$311K	Hold	760	–	–	0.19%	73
2026 Q1	$271K	Hold	760	–	–	0.1%	108
2025 Q4	$284K	Hold	760	–	–	0.1%	103
2025 Q3	$278K	Hold	760	–	–	0.11%	104
2025 Q2	$258K	Hold	760	–	–	0.11%	102
2025 Q1	$233K	Hold	760	–	–	0.11%	102
2024 Q4	$245K	Hold	760	–	–	0.12%	101
2024 Q3	$239K	Hold	760	–	–	0.12%	100
2024 Q2	$226K	Hold	760	–	–	0.11%	104
2024 Q1	$219K	Buy	+760	New	+$208K	0.11%	119
2022 Q2	–	Sell	-859	Closed	-$215K	–	109
2022 Q1	$215K	Hold	859	–	–	0.14%	100
2021 Q4	$227K	Hold	859	–	–	0.13%	100
2021 Q3	$208K	Sell	859 -8	-0.9%	-$1.99K	0.13%	100
2021 Q2	$210K	Buy	+867	New	+$204K	0.13%	110
2019 Q1	–	Sell	-1,587	Closed	-$220K	–	161
2018 Q4	$220K	Hold	1,587	–	–	0.23%	54
2018 Q3	$257K	Buy	+1,587	New	+$252K	0.24%	56
2018 Q2	–	Sell	-1,587	Closed	-$233K	–	198
2018 Q1	$233K	Hold	1,587	–	–	0.19%	58
2017 Q4	$236K	Buy	+1,587	New	+$230K	0.19%	65

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

Holistic Financial Partners's IWB Position: Q2 2026 in Review

Holistic Financial Partners held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 760 shares worth $311K. The position accounts for 0.19% of the portfolio, ranked #73.

Holistic Financial Partners first reported a position in IWB in Q4 2017 and has held it in 18 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Holistic Financial Partners held 760 shares of iShares Russell 1000 ETF worth $311K as of Q2 2026.
Holistic Financial Partners left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.19% of Holistic Financial Partners's portfolio in Q2 2026, its #73 holding.
Holistic Financial Partners first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 18 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.