IMA Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$93.4K Buy
+228
New +$90.4K 0.01% 429
2013
Q3
Sell
-3,070
Closed -$276K 168
2013
Q2
$276K Buy
+3,070
New +$275K 0.15% 136

Other funds holding IWB

IMA Advisory Services's IWB Position: Q2 2026 in Review

IMA Advisory Services opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 228 shares worth $93.4K. The stake represents 0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in IWB as recently as Q2 2013.

IMA Advisory Services first reported a position in IWB in Q2 2013 and has held it in 2 quarters since. The position peaked at $276K in Q2 2013. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • IMA Advisory Services held 228 shares of iShares Russell 1000 ETF worth $93.4K as of Q2 2026.
  • iShares Russell 1000 ETF was a new IMA Advisory Services position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #429 holding.
  • IMA Advisory Services first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 2 quarters since.
  • IMA Advisory Services's iShares Russell 1000 ETF position peaked at $276K in Q2 2013.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.