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 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

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

IFS Advisors's IWB Position: Q1 2026 in Review

IFS Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 1.2% in Q1 2026, selling an estimated $9.69K and leaving 2,115 shares worth $754K. The position accounts for 0.39% of the portfolio, ranked #17.

IFS Advisors first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. The position peaked at $846K in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

IFS Advisors held 2,115 shares of iShares Russell 1000 ETF worth $754K as of Q1 2026.
IFS Advisors sold 26 iShares Russell 1000 ETF shares in Q1 2026, an estimated $9.69K.
iShares Russell 1000 ETF made up 0.39% of IFS Advisors's portfolio in Q1 2026, its #17 holding.
IFS Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
IFS Advisors's iShares Russell 1000 ETF position peaked at $846K in Q4 2021.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.