KA
IWB icon

Kozak & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Kozak & Associates’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 		$117K Hold
285
– – 0.02% 100
2026
Q1 		$107K Hold
285
– – 0.02% 106
2025
Q4 		$108K Hold
285
– – 0.02% 104
2025
Q3 		$104K Buy
+285
New +$100K 0.02% 109

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
BP
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
EA
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
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Kozak & Associates's IWB Position: Q2 2026 in Review

Kozak & Associates held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 285 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #100.

Kozak & Associates first reported a position in IWB in Q3 2025 and has held it in 4 quarters since. 441 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Kozak & Associates held 285 shares of iShares Russell 1000 ETF worth $117K as of Q2 2026.
  • Kozak & Associates left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.02% of Kozak & Associates's portfolio in Q2 2026, its #100 holding.
  • Kozak & Associates first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 441 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.