HIW
IWB icon

Holos Integrated Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Holos Integrated Wealth’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 		$27.1K Hold
66
– – 0.01% 194
2026
Q1 		$23.9K Buy
+66
New +$24.6K 0.01% 197

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 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

Holos Integrated Wealth's IWB Position: Q2 2026 in Review

Holos Integrated Wealth held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 66 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #194.

Holos Integrated Wealth first reported a position in IWB in Q1 2026 and has held it in 2 quarters since. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Holos Integrated Wealth held 66 shares of iShares Russell 1000 ETF worth $27.1K as of Q2 2026.
  • Holos Integrated Wealth left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #194 holding.
  • Holos Integrated Wealth first reported a position in iShares Russell 1000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.