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

Kingswood 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 		$388K Sell
948
-98
-9% -$38.8K 0.02% 689
2026
Q1 		$373K Buy
1,046
+147
+16% +$54.8K 0.02% 639
2025
Q4 		$336K Buy
899
+55
+7% +$20.4K 0.02% 641
2025
Q3 		$308K Sell
844
-1
-0.1% -$352 0.02% 618
2025
Q2 		$287K Sell
845
-1
-0.1% -$314 0.02% 587
2025
Q1 		$260K Buy
+846
New +$274K 0.02% 593

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 9.4% in Q2 2026, selling an estimated $38.8K and leaving 948 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #689.

Kingswood Wealth Advisors first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Kingswood Wealth Advisors held 948 shares of iShares Russell 1000 ETF worth $388K as of Q2 2026.
  • Kingswood Wealth Advisors sold 98 iShares Russell 1000 ETF shares in Q2 2026, an estimated $38.8K.
  • iShares Russell 1000 ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #689 holding.
  • Kingswood Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.