Kestra Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

Kestra Advisory Services’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	$34.4M	Buy	83,982 +2,153	+3%	+$853K	0.11%	186
2026 Q1	$29.2M	Sell	81,829 -12,067	-13%	-$4.5M	0.11%	182
2025 Q4	$35.1M	Buy	93,896 +6,315	+7%	+$2.34M	0.14%	131
2025 Q3	$32M	Buy	87,581 +3,827	+5%	+$1.35M	0.15%	128
2025 Q2	$28.4M	Sell	83,754 -472	-0.6%	-$148K	0.14%	130
2025 Q1	$25.8M	Sell	84,226 -3,991	-5%	-$1.29M	0.13%	128
2024 Q4	$28.4M	Buy	88,217 +4,495	+5%	+$1.46M	0.16%	122
2024 Q3	$26.3M	Buy	83,722 +1,939	+2%	+$587K	0.15%	139
2024 Q2	$23.8M	Sell	81,783 -14,026	-15%	-$4.03M	0.13%	162
2024 Q1	$27.6M	Buy	95,809 +1,163	+1%	+$319K	0.18%	109
2023 Q4	$24.8M	Buy	94,646 +9,676	+11%	+$2.37M	0.2%	100
2023 Q3	$20M	Buy	84,970 +4,921	+6%	+$1.2M	0.2%	106
2023 Q2	$19.5M	Sell	80,049 -1,337	-2%	-$308K	0.2%	110
2023 Q1	$18.3M	Sell	81,386 -54,473	-40%	-$12M	0.2%	114
2022 Q4	$28.6M	Buy	135,859 +19,946	+17%	+$4.22M	0.25%	83
2022 Q3	$22.9M	Buy	115,913 +22,713	+24%	+$4.98M	0.24%	90
2022 Q2	$19.4M	Buy	93,200 +2,576	+3%	+$582K	0.2%	113
2022 Q1	$22.7M	Sell	90,624 -3,929	-4%	-$970K	0.24%	85
2021 Q4	$25M	Buy	94,553 +9,088	+11%	+$2.34M	0.25%	79
2021 Q3	$20.7M	Sell	85,465 -3,201	-4%	-$796K	0.21%	112
2021 Q2	$21.5M	Buy	88,666 +1,141	+1%	+$269K	0.24%	89
2021 Q1	$19.6M	Buy	87,525 +15,310	+21%	+$3.35M	0.25%	87
2020 Q4	$15.2M	Buy	72,215 +10,251	+17%	+$2.05M	0.18%	130
2020 Q3	$11.6M	Buy	+61,964	New	+$11.4M	0.22%	120

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

Kestra Advisory Services's IWB Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares Russell 1000 ETF (IWB) stake by 2.6% in Q2 2026, buying an estimated $853K and bringing the position to 83,982 shares worth $34.4M. The position accounts for 0.11% of the portfolio, ranked #186.

Kestra Advisory Services first reported a position in IWB in Q3 2020 and has held it in 24 quarters since. The position peaked at $35.1M in Q4 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Kestra Advisory Services held 83,982 shares of iShares Russell 1000 ETF worth $34.4M as of Q2 2026.
Kestra Advisory Services bought 2,153 iShares Russell 1000 ETF shares in Q2 2026, an estimated $853K.
iShares Russell 1000 ETF made up 0.11% of Kestra Advisory Services's portfolio in Q2 2026, its #186 holding.
Kestra Advisory Services first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's iShares Russell 1000 ETF position peaked at $35.1M in Q4 2025.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.