IA
IWB icon

IFG Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

IFG Advisors’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 		$1.22M Buy
2,974
+4
+0.1% +$1.58K 0.17% 63
2026
Q1 		$1.06M Buy
2,970
+6
+0.2% +$2.24K 0.17% 60
2025
Q4 		$1.11M Sell
2,964
-1,595
-35% -$591K 0.18% 58
2025
Q3 		$1.67M Buy
4,559
+193
+4% +$68K 0.27% 43
2025
Q2 		$1.48M Sell
4,366
-203
-4% -$63.7K 0.25% 46
2025
Q1 		$1.4M Sell
4,569
-9,934
-68% -$3.21M 0.27% 44
2024
Q4 		$4.67M Buy
14,503
+50
+0.3% +$16.2K 0.93% 22
2024
Q3 		$4.54M Buy
14,453
+351
+2% +$106K 0.97% 21
2024
Q2 		$4.2M Buy
14,102
+2,198
+18% +$631K 0.99% 19
2024
Q1 		$3.43M Buy
11,904
+2,229
+23% +$611K 0.89% 21
2023
Q4 		$2.54M Buy
9,675
+2,306
+31% +$565K 0.74% 22
2023
Q3 		$1.73M Buy
7,369
+1,527
+26% +$374K 0.62% 25
2023
Q2 		$1.42M Buy
5,842
+145
+3% +$33.4K 0.51% 29
2023
Q1 		$1.28M Buy
5,697
+140
+3% +$30.8K 0.51% 28
2022
Q4 		$1.17M Buy
5,557
+1,957
+54% +$414K 0.51% 27
2022
Q3 		$710K Buy
3,600
+1,873
+108% +$411K 0.36% 39
2022
Q2 		$359K Buy
1,727
+31
+2% +$7.01K 0.18% 70
2022
Q1 		$424K Buy
1,696
+357
+27% +$88.1K 0.19% 75
2021
Q4 		$354K Buy
1,339
+9
+0.7% +$2.32K 0.15% 78
2021
Q3 		$321K Sell
1,330
-101
-7% -$25.1K 0.15% 79
2021
Q2 		$346K Sell
1,431
-84
-6% -$19.8K 0.16% 77
2021
Q1 		$339K Hold
1,515
– – 0.19% 66
2020
Q4 		$321K Buy
1,515
+6
+0.4% +$1.2K 0.2% 62
2020
Q3 		$282K Buy
1,509
+6
+0.4% +$1.11K 0.2% 68
2020
Q2 		$258K Buy
1,503
+13
+0.9% +$2.1K 0.2% 67
2020
Q1 		$211K Buy
+1,490
New +$252K 0.21% 77

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 29.2% 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

IFG Advisors's IWB Position: Q2 2026 in Review

IFG Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.13% in Q2 2026, buying an estimated $1.58K and bringing the position to 2,974 shares worth $1.22M. The position accounts for 0.17% of the portfolio, ranked #63.

IFG Advisors first reported a position in IWB in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.67M in Q4 2024. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • IFG Advisors held 2,974 shares of iShares Russell 1000 ETF worth $1.22M as of Q2 2026.
  • IFG Advisors bought 4 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.58K.
  • iShares Russell 1000 ETF made up 0.17% of IFG Advisors's portfolio in Q2 2026, its #63 holding.
  • IFG Advisors first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 26 quarters since.
  • IFG Advisors's iShares Russell 1000 ETF position peaked at $4.67M in Q4 2024.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.