Landmark Wealth Management (New York)’s iShares Russell 1000 ETF IWB Stock Holding History

Landmark Wealth Management (New York)’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	$2.09M	Sell	5,110 -11	-0.2%	-$4.36K	0.5%	44
2026 Q1	$1.83M	Buy	5,121 +2,123	+71%	+$791K	0.49%	41
2025 Q4	$1.12M	Sell	2,998 -478	-14%	-$177K	0.43%	43
2025 Q3	$1.27M	Sell	3,476 -70	-2%	-$24.7K	0.5%	43
2025 Q2	$1.2M	Sell	3,546 -1,219	-26%	-$383K	0.51%	42
2025 Q1	$1.46M	Buy	4,765 +427	+10%	+$138K	0.64%	38
2024 Q4	$1.4M	Sell	4,338 -45	-1%	-$14.6K	0.62%	39
2024 Q3	$1.38M	Buy	+4,383	New	+$1.33M	0.6%	39
2024 Q2	–	Sell	-5,287	Closed	-$1.52M	–	58
2024 Q1	$1.52M	Sell	5,287 -225	-4%	-$61.7K	0.71%	36
2023 Q4	$1.45M	Sell	5,512 -119	-2%	-$29.1K	0.71%	35
2023 Q3	$1.32M	Buy	+5,631	New	+$1.38M	0.75%	33
2023 Q2	–	Sell	-6,229	Closed	-$1.4M	–	53
2023 Q1	$1.4M	Buy	6,229 +208	+3%	+$45.8K	0.78%	33
2022 Q4	$1.27M	Sell	6,021 -315	-5%	-$66.7K	0.92%	31
2022 Q3	$1.25M	Buy	+6,336	New	+$1.39M	0.95%	28
2022 Q2	–	Sell	-6,877	Closed	-$1.72M	–	55
2022 Q1	$1.72M	Buy	+6,877	New	+$1.7M	0.92%	24

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 29.2% 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

Landmark Wealth Management (New York)'s IWB Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its iShares Russell 1000 ETF (IWB) stake by 0.21% in Q2 2026, selling an estimated $4.36K and leaving 5,110 shares worth $2.09M. The position accounts for 0.5% of the portfolio, ranked #44.

Landmark Wealth Management (New York) first reported a position in IWB in Q1 2022 and has held it in 15 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Landmark Wealth Management (New York) held 5,110 shares of iShares Russell 1000 ETF worth $2.09M as of Q2 2026.
Landmark Wealth Management (New York) sold 11 iShares Russell 1000 ETF shares in Q2 2026, an estimated $4.36K.
iShares Russell 1000 ETF made up 0.5% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #44 holding.
Landmark Wealth Management (New York) first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 15 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.