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

Iams 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	–	Sell	-672	Closed	-$240K	–	197
2026 Q1	$240K	Sell	672 -15	-2%	-$5.59K	0.08%	181
2025 Q4	$257K	Sell	687 -161	-19%	-$59.6K	0.09%	177
2025 Q3	$310K	Sell	848 -711	-46%	-$250K	0.12%	150
2025 Q2	$529K	Buy	+1,559	New	+$489K	0.24%	109
2025 Q1	–	Sell	-1,547	Closed	-$498K	–	165
2024 Q4	$498K	Buy	+1,547	New	+$501K	0.23%	108

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Iams Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 672 shares — an estimated $240K sold.

Iams Wealth Management first reported a position in IWB in Q4 2024 and held it in 5 quarters. The position peaked at $529K in Q2 2025. 440 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Iams Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
Iams Wealth Management sold 672 iShares Russell 1000 ETF shares in Q2 2026, an estimated $240K.
Iams Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2024 and held it in 5 quarters.
Iams Wealth Management's iShares Russell 1000 ETF position peaked at $529K in Q2 2025.
440 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.