IF
IWB icon

Intrua Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Intrua Financial’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 		$4.54M Sell
11,097
-804
-7% -$319K 0.42% 42
2026
Q1 		$4.24M Sell
11,901
-237
-2% -$88.3K 0.44% 41
2025
Q4 		$4.53M Sell
12,138
-352
-3% -$130K 0.48% 37
2025
Q3 		$4.56M Buy
12,490
+455
+4% +$160K 0.5% 39
2025
Q2 		$4.09M Sell
12,035
-1,254
-9% -$394K 0.55% 32
2025
Q1 		$4.08M Sell
13,289
-679
-5% -$220K 0.59% 35
2024
Q4 		$4.5M Sell
13,968
-1,266
-8% -$410K 0.69% 31
2024
Q3 		$4.79M Buy
15,234
+122
+0.8% +$36.9K 0.71% 26
2024
Q2 		$4.5M Sell
15,112
-1,831
-11% -$526K 0.67% 31
2024
Q1 		$4.88M Sell
16,943
-1,256
-7% -$344K 0.7% 26
2023
Q4 		$4.77M Sell
18,199
-2,723
-13% -$667K 0.7% 30
2023
Q3 		$4.91M Sell
20,922
-865
-4% -$212K 0.83% 25
2023
Q2 		$5.31M Sell
21,787
-524
-2% -$121K 0.9% 28
2023
Q1 		$5.03M Sell
22,311
-5,190
-19% -$1.14M 1.04% 23
2022
Q4 		$5.89M Sell
27,501
-1,960
-7% -$415K 1.36% 13
2022
Q3 		$5.81M Sell
29,461
-1,439
-5% -$316K 1.55% 11
2022
Q2 		$6.42M Sell
30,900
-780
-2% -$176K 1.37% 13
2022
Q1 		$7.92M Sell
31,680
-2,031
-6% -$501K 1.42% 12
2021
Q4 		$8.91M Buy
33,711
+247
+0.7% +$63.6K 1.56% 11
2021
Q3 		$8.55M Hold
33,464
– – 1.58% 12
2021
Q2 		$8.36M Buy
33,464
+1,459
+5% +$344K 2% 11
2021
Q1 		$7.57M Buy
+32,005
New +$7.01M 1.92% 10

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Intrua Financial's IWB Position: Q2 2026 in Review

Intrua Financial reduced its iShares Russell 1000 ETF (IWB) stake by 6.8% in Q2 2026, selling an estimated $319K and leaving 11,097 shares worth $4.54M. The position accounts for 0.42% of the portfolio, ranked #42.

Intrua Financial first reported a position in IWB in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.91M in Q4 2021. 508 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Intrua Financial held 11,097 shares of iShares Russell 1000 ETF worth $4.54M as of Q2 2026.
  • Intrua Financial sold 804 iShares Russell 1000 ETF shares in Q2 2026, an estimated $319K.
  • iShares Russell 1000 ETF made up 0.42% of Intrua Financial's portfolio in Q2 2026, its #42 holding.
  • Intrua Financial first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 22 quarters since.
  • Intrua Financial's iShares Russell 1000 ETF position peaked at $8.91M in Q4 2021.
  • 508 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.