Juncture Wealth Strategies’s iShares Russell 1000 ETF IWB Stock Holding History

Juncture Wealth Strategies’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	$505K	Hold	1,234	–	–	0.13%	113
2026 Q1	$440K	Hold	1,234	–	–	0.15%	83
2025 Q4	$461K	Hold	1,234	–	–	0.15%	78
2025 Q3	$451K	Buy	1,234 +321	+35%	+$113K	0.15%	81
2025 Q2	$310K	Hold	913	–	–	0.11%	97
2025 Q1	$280K	Hold	913	–	–	0.11%	106
2024 Q4	$294K	Hold	913	–	–	0.11%	107
2024 Q3	$287K	Hold	913	–	–	0.11%	106
2024 Q2	$272K	Hold	913	–	–	0.11%	89
2024 Q1	$263K	Hold	913	–	–	0.11%	95
2023 Q4	$239K	Hold	913	–	–	0.11%	95
2023 Q3	$214K	Hold	913	–	–	0.1%	110
2023 Q2	$223K	Hold	913	–	–	0.1%	109
2023 Q1	$206K	Buy	+913	New	+$201K	0.1%	105

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

Juncture Wealth Strategies's IWB Position: Q2 2026 in Review

Juncture Wealth Strategies held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,234 shares worth $505K. The position accounts for 0.13% of the portfolio, ranked #113.

Juncture Wealth Strategies first reported a position in IWB in Q1 2023 and has held it in 14 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Juncture Wealth Strategies held 1,234 shares of iShares Russell 1000 ETF worth $505K as of Q2 2026.
Juncture Wealth Strategies left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.13% of Juncture Wealth Strategies's portfolio in Q2 2026, its #113 holding.
Juncture Wealth Strategies first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 14 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.