Holistic Planning’s iShares Russell 1000 ETF IWB Stock Holding History

Holistic Planning’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 Q1	$329K	Sell	922 -115	-11%	-$42.9K	0.07%	230
2025 Q4	$387K	Sell	1,037 -42	-4%	-$15.6K	0.08%	196
2025 Q3	$394K	Sell	1,079 -9	-0.8%	-$3.17K	0.1%	150
2025 Q2	$370K	Buy	1,088 +88	+9%	+$27.6K	0.11%	152
2025 Q1	$307K	Sell	1,000 -49	-5%	-$15.8K	0.1%	138
2024 Q4	$338K	Buy	1,049 +49	+5%	+$15.9K	0.12%	119
2024 Q3	$314K	Buy	1,000 +277	+38%	+$83.9K	0.13%	111
2024 Q2	$208K	Hold	723	–	–	0.16%	112
2024 Q1	$208K	Buy	+723	New	+$198K	0.16%	113

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Holistic Planning's IWB Position: Q1 2026 in Review

Holistic Planning reduced its iShares Russell 1000 ETF (IWB) stake by 11% in Q1 2026, selling an estimated $42.9K and leaving 922 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #230.

Holistic Planning first reported a position in IWB in Q1 2024 and has held it in 9 quarters since. The position peaked at $394K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Holistic Planning held 922 shares of iShares Russell 1000 ETF worth $329K as of Q1 2026.
Holistic Planning sold 115 iShares Russell 1000 ETF shares in Q1 2026, an estimated $42.9K.
iShares Russell 1000 ETF made up 0.07% of Holistic Planning's portfolio in Q1 2026, its #230 holding.
Holistic Planning first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 9 quarters since.
Holistic Planning's iShares Russell 1000 ETF position peaked at $394K in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.