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

IFS 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 		$861K Sell
2,102
-13
-0.6% -$5.15K 0.41% 17
2026
Q1 		$754K Sell
2,115
-26
-1% -$9.69K 0.39% 17
2025
Q4 		$800K Hold
2,141
– – 0.42% 17
2025
Q3 		$782K Hold
2,141
– – 0.46% 16
2025
Q2 		$727K Sell
2,141
-18
-0.8% -$5.65K 0.55% 10
2025
Q1 		$662K Sell
2,159
-65
-3% -$21K 0.54% 9
2024
Q4 		$716K Sell
2,224
-76
-3% -$24.6K 0.56% 9
2024
Q3 		$723K Hold
2,300
– – 0.57% 9
2024
Q2 		$684K Hold
2,300
– – 0.58% 9
2024
Q1 		$662K Hold
2,300
– – 0.58% 9
2023
Q4 		$603K Hold
2,300
– – 0.72% 8
2023
Q3 		$540K Sell
2,300
-900
-28% -$220K 1.01% 8
2023
Q2 		$780K Sell
3,200
-31
-1% -$7.14K 1.93% 4
2023
Q1 		$728K Sell
3,231
-31
-1% -$6.82K 2.97% 3
2022
Q4 		$687K Buy
3,262
+62
+2% +$13.1K 1.19% 6
2022
Q3 		$631K Hold
3,200
– – 1.16% 6
2022
Q2 		$664K Hold
3,200
– – 1.77% 4
2022
Q1 		$800K Hold
3,200
– – 0.75% 9
2021
Q4 		$846K Hold
3,200
– – 0.59% 17
2021
Q3 		$773K Sell
3,200
-101
-3% -$25.1K 0.5% 18
2021
Q2 		$799K Hold
3,301
– – 0.54% 20
2021
Q1 		$738K Sell
3,301
-204
-6% -$44.7K 0.58% 17
2020
Q4 		$742K Buy
+3,505
New +$700K 0.57% 14

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 29.18% 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

IFS Advisors's IWB Position: Q2 2026 in Review

IFS Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.61% in Q2 2026, selling an estimated $5.15K and leaving 2,102 shares worth $861K. The position accounts for 0.41% of the portfolio, ranked #17.

IFS Advisors first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • IFS Advisors held 2,102 shares of iShares Russell 1000 ETF worth $861K as of Q2 2026.
  • IFS Advisors sold 13 iShares Russell 1000 ETF shares in Q2 2026, an estimated $5.15K.
  • iShares Russell 1000 ETF made up 0.41% of IFS Advisors's portfolio in Q2 2026, its #17 holding.
  • IFS Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.