Instrumental Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Instrumental Wealth’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	$1.21M	Sell	2,960 -251	-8%	-$99.5K	0.61%	21
2026 Q1	$1.14M	Buy	3,211 +6	+0.2%	+$2.24K	0.7%	19
2025 Q4	$1.21M	Sell	3,205 -96	-3%	-$35.6K	0.73%	18
2025 Q3	$1.23M	Sell	3,301 -193	-6%	-$68K	0.86%	18
2025 Q2	$1.19M	Buy	3,494 +4	+0.1%	+$1.26K	0.95%	18
2025 Q1	$1.06M	Sell	3,490 -34	-1%	-$11K	0.96%	17
2024 Q4	$1.16M	Hold	3,524	–	–	1.1%	14
2024 Q3	$1.13M	Sell	3,524 -880	-20%	-$267K	1.1%	15
2024 Q2	$1.3M	Hold	4,404	–	–	1.34%	15
2024 Q1	$1.28M	Hold	4,404	–	–	0.56%	17
2023 Q4	$1.18M	Sell	4,404 -22	-0.5%	-$5.39K	1.27%	15
2023 Q3	$1.06M	Buy	4,426 +22	+0.5%	+$5.39K	1.24%	15
2023 Q2	$1.08M	Hold	4,404	–	–	1.3%	12
2023 Q1	$985K	Buy	+4,404	New	+$969K	1.3%	13

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 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

Instrumental Wealth's IWB Position: Q2 2026 in Review

Instrumental Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 7.8% in Q2 2026, selling an estimated $99.5K and leaving 2,960 shares worth $1.21M. The position accounts for 0.61% of the portfolio, ranked #21.

Instrumental Wealth first reported a position in IWB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.3M in Q2 2024. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Instrumental Wealth held 2,960 shares of iShares Russell 1000 ETF worth $1.21M as of Q2 2026.
Instrumental Wealth sold 251 iShares Russell 1000 ETF shares in Q2 2026, an estimated $99.5K.
iShares Russell 1000 ETF made up 0.61% of Instrumental Wealth's portfolio in Q2 2026, its #21 holding.
Instrumental Wealth first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 14 quarters since.
Instrumental Wealth's iShares Russell 1000 ETF position peaked at $1.3M in Q2 2024.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.