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 Q3	$831K	Sell	1,997 -105	-5%	-$43.6K	0.25%	57
2026 Q2	$861K	Sell	2,102 -13	-0.6%	-$5.15K	0.41%	17
2026 Q1	$754K	Sell	2,115 -26	-1%	-$9.7K	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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

IFS Advisors's IWB Position: Q3 2026 in Review

IFS Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 5% in Q3 2026, selling an estimated $43.6K and leaving 1,997 shares worth $831K. The position accounts for 0.25% of the portfolio, ranked #57.

IFS Advisors first reported a position in IWB in Q4 2020 and has held it in 24 quarters since. The position peaked at $861K in Q2 2026. 539 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

IFS Advisors held 1,997 shares of iShares Russell 1000 ETF worth $831K as of Q3 2026.
IFS Advisors sold 105 iShares Russell 1000 ETF shares in Q3 2026, an estimated $43.6K.
iShares Russell 1000 ETF made up 0.25% of IFS Advisors's portfolio in Q3 2026, its #57 holding.
IFS Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 24 quarters since.
IFS Advisors's iShares Russell 1000 ETF position peaked at $861K in Q2 2026.
539 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.