Journey Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

Journey Advisory 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 Q1	$655K	Hold	1,836	–	–	0.06%	172
2025 Q4	$686K	Sell	1,836 -20	-1%	-$7.41K	0.06%	174
2025 Q3	$678K	Hold	1,856	–	–	0.05%	172
2025 Q2	$630K	Hold	1,856	–	–	0.05%	189
2025 Q1	$569K	Hold	1,856	–	–	0.05%	182
2024 Q4	$552K	Hold	1,856	–	–	0.07%	146
2024 Q3	$552K	Sell	1,856 -39	-2%	-$11.8K	0.07%	146
2024 Q2	$564K	Sell	1,895 -13	-0.7%	-$3.73K	0.07%	141
2024 Q1	$550K	Hold	1,908	–	–	0.07%	155
2023 Q4	$500K	Hold	1,908	–	–	0.07%	147
2023 Q3	$448K	Hold	1,908	–	–	0.07%	153
2023 Q2	$465K	Sell	1,908 -5	-0.3%	-$1.15K	0.07%	155
2023 Q1	$431K	Sell	1,913 -69	-3%	-$15.2K	0.07%	161
2022 Q4	$417K	Sell	1,982 -168	-8%	-$35.6K	0.1%	145
2022 Q3	$424K	Hold	2,150	–	–	0.11%	156
2022 Q2	$487K	Buy	2,150 +407	+23%	+$92K	0.11%	152
2022 Q1	$436K	Hold	1,743	–	–	0.11%	153
2021 Q4	$461K	Buy	+1,743	New	+$449K	0.13%	145

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Journey Advisory Group's IWB Position: Q1 2026 in Review

Journey Advisory Group held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,836 shares worth $655K. The position accounts for 0.06% of the portfolio, ranked #172.

Journey Advisory Group first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. The position peaked at $686K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Journey Advisory Group held 1,836 shares of iShares Russell 1000 ETF worth $655K as of Q1 2026.
Journey Advisory Group left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.06% of Journey Advisory Group's portfolio in Q1 2026, its #172 holding.
Journey Advisory Group first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
Journey Advisory Group's iShares Russell 1000 ETF position peaked at $686K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.