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JFS Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

JFS Wealth Advisors’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 		$80.4M Sell
196,255
-3,116
-2% -$1.23M 4.01% 4
2026
Q1 		$71.1M Sell
199,371
-3,063
-2% -$1.14M 3.98% 4
2025
Q4 		$75.6M Sell
202,434
-173
-0.1% -$64.1K 4.26% 4
2025
Q3 		$74M Sell
202,607
-4,167
-2% -$1.47M 4.33% 4
2025
Q2 		$70.2M Sell
206,774
-865
-0.4% -$272K 4.47% 4
2025
Q1 		$63.7M Sell
207,639
-7,525
-3% -$2.43M 4.31% 4
2024
Q4 		$69.3M Sell
215,164
-3,082
-1% -$998K 4.74% 4
2024
Q3 		$68.6M Sell
218,246
-5,360
-2% -$1.62M 4.59% 4
2024
Q2 		$66.5M Sell
223,606
-2,330
-1% -$669K 5.25% 4
2024
Q1 		$65.1M Sell
225,936
-5,947
-3% -$1.63M 5.17% 4
2023
Q4 		$60.8M Buy
231,883
+22,335
+11% +$5.47M 5.17% 4
2023
Q3 		$49.2M Sell
209,548
-3,068
-1% -$751K 4.65% 4
2023
Q2 		$51.8M Sell
212,616
-1,453
-0.7% -$335K 4.66% 5
2023
Q1 		$48.2M Buy
214,069
+4,787
+2% +$1.05M 4.55% 5
2022
Q4 		$44.1M Sell
209,282
-1,385
-0.7% -$293K 4.31% 6
2022
Q3 		$41.6M Buy
210,667
+444
+0.2% +$97.4K 4.56% 6
2022
Q2 		$43.7M Sell
210,223
-7,042
-3% -$1.59M 4.61% 6
2022
Q1 		$54.3M Sell
217,265
-127
-0.1% -$31.4K 5.13% 4
2021
Q4 		$57.5M Sell
217,392
-5,384
-2% -$1.39M 5.42% 4
2021
Q3 		$53.8M Sell
222,776
-1,661
-0.7% -$413K 5.53% 4
2021
Q2 		$54.3M Sell
224,437
-693
-0.3% -$163K 8.11% 3
2021
Q1 		$50.4M Buy
225,130
+3,626
+2% +$794K 10.28% 1
2020
Q4 		$46.9M Buy
221,504
+1,523
+0.7% +$304K 9.85% 1
2020
Q3 		$41.2M Sell
219,981
-3,549
-2% -$656K 9.79% 1
2020
Q2 		$38.4M Buy
223,530
+22,974
+11% +$3.72M 9.95% 1
2020
Q1 		$28.4M Sell
200,556
-10,700
-5% -$1.81M 8.51% 1
2019
Q4 		$37.7M Buy
211,256
+596
+0.3% +$102K 9.28% 1
2019
Q3 		$34.7M Sell
210,660
-5,181
-2% -$850K 8.84% 1
2019
Q2 		$35.1M Buy
215,841
+5,751
+3% +$921K 8.89% 1
2019
Q1 		$33M Buy
210,090
+2,010
+1% +$304K 8.62% 1
2018
Q4 		$28.9M Buy
208,080
+6,816
+3% +$1.02M 7.73% 1
2018
Q3 		$32.5M Sell
201,264
-3,097
-2% -$492K 8.38% 1
2018
Q2 		$31.1M Buy
204,361
+6,563
+3% +$989K 8.18% 1
2018
Q1 		$29M Sell
197,798
-24,979
-11% -$3.8M 7.67% 2
2017
Q4 		$33.1M Sell
222,777
-474
-0.2% -$68.6K 8.11% 1
2017
Q3 		$31.2M Buy
223,251
+12,262
+6% +$1.68M 8.07% 1
2017
Q2 		$28.5M Buy
210,989
+10,239
+5% +$1.37M 7.84% 1
2017
Q1 		$25M Hold
200,750
– – 6.77% 2
2016
Q4 		$25M Buy
200,750
+6,070
+3% +$738K 6.77% 2
2016
Q3 		$23.5M Sell
194,680
-7,744
-4% -$931K 6.7% 2
2016
Q2 		$23.7M Buy
202,424
+10,871
+6% +$1.25M 6.54% 2
2016
Q1 		$21.9M Sell
191,553
-6,148
-3% -$664K 6.44% 2
2015
Q4 		$22.4M Buy
+197,701
New +$22.6M 6.45% 2

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

JFS Wealth Advisors's IWB Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 1.6% in Q2 2026, selling an estimated $1.23M and leaving 196,255 shares worth $80.4M. The position accounts for 4.01% of the portfolio, ranked #4.

JFS Wealth Advisors first reported a position in IWB in Q4 2015 and has held it in 43 quarters since. 746 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • JFS Wealth Advisors held 196,255 shares of iShares Russell 1000 ETF worth $80.4M as of Q2 2026.
  • JFS Wealth Advisors sold 3,116 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.23M.
  • iShares Russell 1000 ETF made up 4.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • JFS Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 43 quarters since.
  • 746 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.