Independent Advisor Alliance’s iShares Russell 1000 ETF IWB Stock Holding History

Independent Advisor Alliance’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	–	Sell	-30,377	Closed	-$10.8M	–	1372
2026 Q1	$10.8M	Buy	+30,377	New	+$11.3M	0.12%	155
2025 Q1	–	Sell	-27,936	Closed	-$9M	–	1103
2024 Q4	$9M	Buy	+27,936	New	+$9.05M	0.12%	179
2024 Q3	–	Sell	-952	Closed	-$283K	–	735
2024 Q2	$283K	Hold	952	–	–	0.01%	584
2024 Q1	$274K	Hold	952	–	–	0.01%	591
2023 Q4	$250K	Hold	952	–	–	0.01%	591
2023 Q3	$224K	Hold	952	–	–	0.01%	588
2023 Q2	$232K	Hold	952	–	–	0.01%	581
2023 Q1	$214K	Hold	952	–	–	0.01%	600
2022 Q4	$200K	Buy	+952	New	+$202K	0.07%	146
2020 Q2	–	Sell	-1,620	Closed	-$229K	–	517
2020 Q1	$229K	Sell	1,620 -103,306	-98%	-$17.5M	0.03%	332
2019 Q4	$18.7M	Buy	+104,926	New	+$17.9M	0.82%	19
2017 Q2	–	Sell	-13,237	Closed	-$1.73M	–	320
2017 Q1	$1.73M	Buy	+13,237	New	+$1.71M	0.27%	106

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Advisor Alliance's IWB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 30,377 shares — an estimated $10.8M sold.

Independent Advisor Alliance first reported a position in IWB in Q1 2017 and held it in 12 quarters. The position peaked at $18.7M in Q4 2019. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 30,377 iShares Russell 1000 ETF shares in Q2 2026, an estimated $10.8M.
Independent Advisor Alliance first reported a position in iShares Russell 1000 ETF in Q1 2017 and held it in 12 quarters.
Independent Advisor Alliance's iShares Russell 1000 ETF position peaked at $18.7M in Q4 2019.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.