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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
Q2 		$375K Sell
915
-7
-0.8% -$2.77K 0.06% 245
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

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

Holistic Planning's IWB Position: Q2 2026 in Review

Holistic Planning reduced its iShares Russell 1000 ETF (IWB) stake by 0.76% in Q2 2026, selling an estimated $2.77K and leaving 915 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #245.

Holistic Planning first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. The position peaked at $394K in Q3 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Holistic Planning held 915 shares of iShares Russell 1000 ETF worth $375K as of Q2 2026.
  • Holistic Planning sold 7 iShares Russell 1000 ETF shares in Q2 2026, an estimated $2.77K.
  • iShares Russell 1000 ETF made up 0.06% of Holistic Planning's portfolio in Q2 2026, its #245 holding.
  • Holistic Planning first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
  • Holistic Planning's iShares Russell 1000 ETF position peaked at $394K in Q3 2025.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.