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

IFG Advisory’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 Q1	–	Sell	-640	Closed	-$239K	–	625
2025 Q4	$239K	Buy	640 +1	+0.2%	+$370	0.01%	692
2025 Q3	$234K	Buy	639 +1	+0.2%	+$352	0.01%	701
2025 Q2	$217K	Buy	+638	New	+$200K	0.01%	700
2024 Q3	–	Sell	-722	Closed	-$215K	–	507
2024 Q2	$215K	Buy	+722	New	+$207K	0.01%	576
2022 Q4	–	Sell	-4,003	Closed	-$790K	–	517
2022 Q3	$790K	Buy	+4,003	New	+$878K	0.07%	245

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

IFG Advisory's IWB Position: Q1 2026 in Review

IFG Advisory sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 640 shares — an estimated $239K sold.

IFG Advisory first reported a position in IWB in Q3 2022 and held it in 5 quarters. The position peaked at $790K in Q3 2022. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

IFG Advisory reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 640 iShares Russell 1000 ETF shares in Q1 2026, an estimated $239K.
IFG Advisory first reported a position in iShares Russell 1000 ETF in Q3 2022 and held it in 5 quarters.
IFG Advisory's iShares Russell 1000 ETF position peaked at $790K in Q3 2022.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.