Koss-Olinger Consulting’s iShares Russell 1000 ETF IWB Stock Holding History

Koss-Olinger Consulting’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	$13.8M	Sell	38,634 -13,048	-25%	-$4.86M	1.15%	16
2025 Q4	$19.3M	Sell	51,682 -3,124	-6%	-$1.16M	1.5%	18
2025 Q3	$18.6M	Buy	54,806 +717	+1%	+$253K	1.54%	18
2025 Q2	$18.4M	Sell	54,089 -10,809	-17%	-$3.39M	1.51%	18
2025 Q1	$19.9M	Sell	64,898 -3,425	-5%	-$1.11M	1.68%	17
2024 Q4	$22M	Sell	68,323 -986	-1%	-$319K	1.93%	17
2024 Q3	$21.8M	Sell	69,309 -770	-1%	-$233K	1.89%	17
2024 Q2	$20.9M	Buy	+70,079	New	+$20.1M	1.93%	16
2024 Q1	–	Sell	-75,276	Closed	-$19.7M	–	176
2023 Q4	$19.7M	Sell	75,276 -4,216	-5%	-$1.03M	1.94%	13
2023 Q3	$18.7M	Sell	79,492 -1,152	-1%	-$282K	2.75%	11
2023 Q2	$19.7M	Sell	80,644 -1,147	-1%	-$264K	2.28%	11
2023 Q1	$18.4M	Sell	81,791 -2,055	-2%	-$452K	2.3%	11
2022 Q4	$17.7M	Buy	+83,846	New	+$17.7M	2.54%	10

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

Koss-Olinger Consulting's IWB Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its iShares Russell 1000 ETF (IWB) stake by 25% in Q1 2026, selling an estimated $4.86M and leaving 38,634 shares worth $13.8M. The position accounts for 1.15% of the portfolio, ranked #16.

Koss-Olinger Consulting first reported a position in IWB in Q4 2022 and has held it in 13 quarters since. The position peaked at $22M in Q4 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Koss-Olinger Consulting held 38,634 shares of iShares Russell 1000 ETF worth $13.8M as of Q1 2026.
Koss-Olinger Consulting sold 13,048 iShares Russell 1000 ETF shares in Q1 2026, an estimated $4.86M.
iShares Russell 1000 ETF made up 1.15% of Koss-Olinger Consulting's portfolio in Q1 2026, its #16 holding.
Koss-Olinger Consulting first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 13 quarters since.
Koss-Olinger Consulting's iShares Russell 1000 ETF position peaked at $22M in Q4 2024.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.