Integrated Advisors Network’s iShares Russell 1000 ETF IWB Stock Holding History

Integrated Advisors Network’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	$4.19M	Sell	10,238 -482	-4%	-$191K	0.19%	123
2026 Q1	$3.82M	Sell	10,720 -9,732	-48%	-$3.63M	0.2%	132
2025 Q4	$7.64M	Sell	20,452 -858	-4%	-$318K	0.34%	64
2025 Q3	$7.79M	Sell	21,310 -4,347	-17%	-$1.53M	0.33%	66
2025 Q2	$8.71M	Buy	25,657 +145	+0.6%	+$45.5K	0.39%	56
2025 Q1	$7.83M	Buy	25,512 +2,171	+9%	+$702K	0.39%	60
2024 Q4	$7.52M	Buy	23,341 +125	+0.5%	+$40.5K	0.36%	64
2024 Q3	$7.3M	Sell	23,216 -2,622	-10%	-$794K	0.35%	71
2024 Q2	$7.69M	Sell	25,838 -2,749	-10%	-$789K	0.39%	52
2024 Q1	$8.23M	Buy	28,587 +1,877	+7%	+$514K	0.42%	56
2023 Q4	$7.01M	Buy	26,710 +3,304	+14%	+$809K	0.4%	65
2023 Q3	$5.5M	Sell	23,406 -2,417	-9%	-$592K	0.34%	74
2023 Q2	$6.29M	Sell	25,823 -428	-2%	-$98.6K	0.36%	62
2023 Q1	$5.91M	Buy	26,251 +1,285	+5%	+$283K	0.36%	72
2022 Q4	$5.26M	Sell	24,966 -612	-2%	-$130K	0.34%	84
2022 Q3	$5.05M	Sell	25,578 -979	-4%	-$215K	0.34%	71
2022 Q2	$5.52M	Buy	26,557 +440	+2%	+$99.4K	0.36%	69
2022 Q1	$6.53M	Buy	26,117 +1,627	+7%	+$402K	0.38%	59
2021 Q4	$6.48M	Buy	24,490 +386	+2%	+$99.4K	0.38%	58
2021 Q3	$5.83M	Sell	24,104 -35,842	-60%	-$8.91M	0.39%	51
2021 Q2	$14.5M	Buy	59,946 +46,931	+361%	+$11.1M	1.07%	14
2021 Q1	$2.91M	Buy	13,015 +1,381	+12%	+$302K	0.27%	112
2020 Q4	$2.46M	Buy	11,634 +831	+8%	+$166K	0.27%	105
2020 Q3	$2.02M	Buy	10,803 +636	+6%	+$117K	0.26%	109
2020 Q2	$1.75M	Sell	10,167 -392	-4%	-$63.4K	0.2%	132
2020 Q1	$1.49M	Sell	10,559 -1,934	-15%	-$327K	0.29%	100
2019 Q4	$2.23M	Buy	+12,493	New	+$2.13M	0.3%	108

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 29.18% 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

Integrated Advisors Network's IWB Position: Q2 2026 in Review

Integrated Advisors Network reduced its iShares Russell 1000 ETF (IWB) stake by 4.5% in Q2 2026, selling an estimated $191K and leaving 10,238 shares worth $4.19M. The position accounts for 0.19% of the portfolio, ranked #123.

Integrated Advisors Network first reported a position in IWB in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.5M in Q2 2021. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Integrated Advisors Network held 10,238 shares of iShares Russell 1000 ETF worth $4.19M as of Q2 2026.
Integrated Advisors Network sold 482 iShares Russell 1000 ETF shares in Q2 2026, an estimated $191K.
iShares Russell 1000 ETF made up 0.19% of Integrated Advisors Network's portfolio in Q2 2026, its #123 holding.
Integrated Advisors Network first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 27 quarters since.
Integrated Advisors Network's iShares Russell 1000 ETF position peaked at $14.5M in Q2 2021.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.