IA
IWB icon

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

IFP 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 		$3.29M Sell
8,043
-1,618
-17% -$641K 0.06% 357
2026
Q1 		$3.44M Buy
9,661
+958
+11% +$357K 0.07% 307
2025
Q4 		$3.25M Buy
8,703
+188
+2% +$69.6K 0.07% 295
2025
Q3 		$3.11M Buy
8,515
+601
+8% +$212K 0.08% 270
2025
Q2 		$2.69M Sell
7,914
-276
-3% -$86.6K 0.08% 287
2025
Q1 		$2.51M Sell
8,190
-395
-5% -$128K 0.08% 305
2024
Q4 		$2.77M Buy
8,585
+281
+3% +$91K 0.09% 254
2024
Q3 		$2.61M Buy
8,304
+994
+14% +$301K 0.09% 240
2024
Q2 		$2.17M Buy
7,310
+1,173
+19% +$337K 0.09% 246
2024
Q1 		$1.77M Hold
6,137
– – 0.08% 275
2023
Q4 		$1.61M Buy
6,137
+59
+1% +$14.4K 0.08% 286
2023
Q3 		$1.43M Buy
6,078
+1,169
+24% +$286K 0.06% 308
2023
Q2 		$1.2M Sell
4,909
-2,028
-29% -$467K 0.05% 382
2023
Q1 		$1.06M Sell
6,937
-1,387
-17% -$305K 0.05% 380
2022
Q4 		$1.27M Buy
8,324
+568
+7% +$120K 0.03% 526
2022
Q3 		$1.19M Buy
7,756
+1,420
+22% +$311K 0.03% 582
2022
Q2 		$969K Hold
6,336
– – 0.03% 595
2022
Q1 		$969K Buy
6,336
+1,477
+30% +$365K 0.03% 595
2021
Q4 		$1.29M Sell
4,859
-137
-3% -$35.3K 0.03% 347
2021
Q3 		$1.21M Buy
4,996
+80
+2% +$19.9K 0.02% 357
2021
Q2 		$1.19M Sell
4,916
-528
-10% -$124K 0.02% 341
2021
Q1 		$1.22M Buy
5,444
+474
+10% +$104K 0.02% 331
2020
Q4 		$1.05M Sell
4,970
-1,356
-21% -$271K 0.04% 334
2020
Q3 		$1.18M Sell
6,326
-463
-7% -$85.5K 0.07% 261
2020
Q2 		$1.15M Buy
6,789
+321
+5% +$51.9K 0.09% 222
2020
Q1 		$932K Buy
6,468
+44
+0.7% +$7.44K 0.09% 221
2019
Q4 		$1.15M Buy
6,424
+1,476
+30% +$252K 0.09% 246
2019
Q3 		$809K Buy
+4,948
New +$812K 0.05% 357
2019
Q1 		$795K Sell
5,035
-2,954
-37% -$447K 0.11% 197
2018
Q4 		$1.1M Sell
7,989
-860
-10% -$129K 0.07% 326
2018
Q3 		$1.43M Buy
8,849
+865
+11% +$137K 0.06% 334
2018
Q2 		$1.21M Buy
7,984
+736
+10% +$111K 0.05% 364
2018
Q1 		$1.08M Hold
7,248
– – 0.05% 367
2017
Q4 		$1.08M Sell
7,248
-1,745
-19% -$253K 0.05% 366
2017
Q3 		$1.26M Buy
8,993
+433
+5% +$59.4K 0.05% 373
2017
Q2 		$1.16M Buy
8,560
+1,648
+24% +$220K 0.05% 390
2017
Q1 		$907K Sell
6,912
-4,492
-39% -$582K 0.04% 449
2016
Q4 		$1.42M Buy
11,404
+1,772
+18% +$216K 0.07% 306
2016
Q3 		$1.16M Sell
9,632
-2,432
-20% -$292K 0.06% 325
2016
Q2 		$1.41M Buy
12,064
+7,029
+140% +$811K 0.08% 276
2016
Q1 		$795K Sell
5,035
-6,917
-58% -$748K 0.11% 197
2015
Q4 		$1.35M Buy
+11,952
New +$1.37M 0.09% 241

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

IFP Advisors's IWB Position: Q2 2026 in Review

IFP Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 17% in Q2 2026, selling an estimated $641K and leaving 8,043 shares worth $3.29M. The position accounts for 0.06% of the portfolio, ranked #357.

IFP Advisors first reported a position in IWB in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.44M in Q1 2026. 469 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • IFP Advisors held 8,043 shares of iShares Russell 1000 ETF worth $3.29M as of Q2 2026.
  • IFP Advisors sold 1,618 iShares Russell 1000 ETF shares in Q2 2026, an estimated $641K.
  • iShares Russell 1000 ETF made up 0.06% of IFP Advisors's portfolio in Q2 2026, its #357 holding.
  • IFP Advisors first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares Russell 1000 ETF position peaked at $3.44M in Q1 2026.
  • 469 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.