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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

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

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 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. 455 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.
455 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.