Howard Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Howard Wealth Management’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	$394K	Buy	963 +2	+0.2%	+$793	0.15%	99
2026 Q1	$343K	Sell	961 -8	-0.8%	-$2.98K	0.14%	100
2025 Q4	$362K	Sell	969 -9	-0.9%	-$3.33K	0.16%	96
2025 Q3	$358K	Buy	978 +1	+0.1%	+$352	0.16%	93
2025 Q2	$332K	Sell	977 -1	-0.1%	-$314	0.17%	91
2025 Q1	$300K	Buy	978 +1	+0.1%	+$323	0.17%	91
2024 Q4	$315K	Buy	977 +3	+0.3%	+$972	0.17%	89
2024 Q3	$306K	Buy	974 +2	+0.2%	+$606	0.18%	93
2024 Q2	$289K	Sell	972 -3	-0.3%	-$861	0.23%	79
2024 Q1	$281K	Sell	975 -20	-2%	-$5.48K	0.23%	81
2023 Q4	$261K	Sell	995 -100	-9%	-$24.5K	0.22%	87
2023 Q3	$257K	Hold	1,095	–	–	0.24%	81
2023 Q2	$267K	Hold	1,095	–	–	0.23%	81
2023 Q1	$247K	Sell	1,095 -10	-0.9%	-$2.2K	0.21%	92
2022 Q4	$233K	Sell	1,105 -75	-6%	-$15.9K	0.19%	97
2022 Q3	$232K	Buy	+1,180	New	+$259K	0.16%	106
2022 Q2	–	Sell	-1,180	Closed	-$295K	–	98
2022 Q1	$295K	Buy	1,180 +20	+2%	+$4.94K	0.16%	104
2021 Q4	$306K	Buy	1,160 +5	+0.4%	+$1.29K	0.16%	104
2021 Q3	$279K	Hold	1,155	–	–	0.16%	104
2021 Q2	$279K	Buy	1,155 +10	+0.9%	+$2.36K	0.15%	109
2021 Q1	$256K	Sell	1,145 -55	-5%	-$12K	0.15%	109
2020 Q4	$254K	Buy	1,200 +25	+2%	+$4.99K	0.16%	108
2020 Q3	$219K	Hold	1,175	–	–	0.16%	112
2020 Q2	$201K	Buy	+1,175	New	+$190K	0.16%	107
2020 Q1	–	Sell	-1,125	Closed	-$200K	–	297
2019 Q4	$200K	Buy	+1,125	New	+$192K	0.17%	97

Other funds holding IWB

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

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

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Howard Wealth Management's IWB Position: Q2 2026 in Review

Howard Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.21% in Q2 2026, buying an estimated $793 and bringing the position to 963 shares worth $394K. The position accounts for 0.15% of the portfolio, ranked #99.

Howard Wealth Management first reported a position in IWB in Q4 2019 and has held it in 25 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Howard Wealth Management held 963 shares of iShares Russell 1000 ETF worth $394K as of Q2 2026.
Howard Wealth Management bought 2 iShares Russell 1000 ETF shares in Q2 2026, an estimated $793.
iShares Russell 1000 ETF made up 0.15% of Howard Wealth Management's portfolio in Q2 2026, its #99 holding.
Howard Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 25 quarters since.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.