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Independent Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Independent Financial Group’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 		$1.68M Sell
4,093
-667
-14% -$264K 0.03% 502
2026
Q1 		$1.7M Buy
4,760
+249
+6% +$92.8K 0.04% 439
2025
Q4 		$1.68M Sell
4,511
-91
-2% -$33.7K 0.04% 443
2025
Q3 		$1.68M Buy
4,602
+410
+10% +$144K 0.04% 442
2025
Q2 		$1.42M Buy
4,192
+89
+2% +$27.9K 0.04% 434
2025
Q1 		$1.26M Buy
4,103
+282
+7% +$91.2K 0.04% 421
2024
Q4 		$1.23M Buy
3,821
+79
+2% +$25.6K 0.04% 417
2024
Q3 		$1.18M Buy
3,742
+27
+0.7% +$8.18K 0.04% 402
2024
Q2 		$1.11M Sell
3,715
-28
-0.7% -$8.04K 0.04% 380
2024
Q1 		$1.08M Buy
3,743
+151
+4% +$41.4K 0.05% 357
2023
Q4 		$942K Buy
3,592
+21
+0.6% +$5.14K 0.05% 372
2023
Q3 		$839K Buy
3,571
+28
+0.8% +$6.85K 0.05% 365
2023
Q2 		$864K Sell
3,543
-21
-0.6% -$4.84K 0.06% 344
2023
Q1 		$803K Sell
3,564
-9
-0.3% -$1.98K 0.06% 335
2022
Q4 		$752K Buy
3,573
+9
+0.3% +$1.91K 0.06% 320
2022
Q3 		$703K Buy
3,564
+345
+11% +$75.7K 0.06% 310
2022
Q2 		$669K Sell
3,219
-29
-0.9% -$6.55K 0.07% 308
2022
Q1 		$812K Buy
3,248
+20
+0.6% +$4.94K 0.07% 305
2021
Q4 		$854K Buy
3,228
+130
+4% +$33.5K 0.07% 287
2021
Q3 		$749K Buy
3,098
+6
+0.2% +$1.49K 0.08% 285
2021
Q2 		$749K Buy
3,092
+141
+5% +$33.2K 0.08% 278
2021
Q1 		$661K Buy
2,951
+17
+0.6% +$3.72K 0.09% 256
2020
Q4 		$622K Sell
2,934
-254
-8% -$50.7K 0.09% 256
2020
Q3 		$597K Sell
3,188
-219
-6% -$40.4K 0.11% 203
2020
Q2 		$585K Sell
3,407
-896
-21% -$145K 0.13% 188
2020
Q1 		$609K Buy
+4,303
New +$727K 0.18% 144

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 29.2% 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

Independent Financial Group's IWB Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Russell 1000 ETF (IWB) stake by 14% in Q2 2026, selling an estimated $264K and leaving 4,093 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #502.

Independent Financial Group first reported a position in IWB in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.7M in Q1 2026. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Independent Financial Group held 4,093 shares of iShares Russell 1000 ETF worth $1.68M as of Q2 2026.
  • Independent Financial Group sold 667 iShares Russell 1000 ETF shares in Q2 2026, an estimated $264K.
  • iShares Russell 1000 ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #502 holding.
  • Independent Financial Group first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares Russell 1000 ETF position peaked at $1.7M in Q1 2026.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.