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Larson Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Larson Financial Group’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 		$1.6M Buy
3,896
+163
+4% +$64.6K 0.04% 288
2026
Q1 		$1.33M Buy
3,733
+774
+26% +$288K 0.04% 285
2025
Q4 		$1.11M Buy
2,959
+2
+0.1% +$741 0.04% 303
2025
Q3 		$1.08M Buy
2,957
+1,567
+113% +$552K 0.04% 296
2025
Q2 		$472K Sell
1,390
-261
-16% -$81.9K 0.02% 446
2025
Q1 		$506K Buy
1,651
+63
+4% +$20.4K 0.02% 406
2024
Q4 		$511K Buy
1,588
+151
+11% +$48.9K 0.03% 351
2024
Q3 		$452K Buy
1,437
+602
+72% +$182K 0.03% 358
2024
Q2 		$249K Buy
835
+69
+9% +$19.8K 0.02% 407
2024
Q1 		$221K Buy
766
+1
+0.1% +$274 0.02% 382
2023
Q4 		$201K Sell
765
-31
-4% -$7.59K 0.02% 356
2023
Q3 		$187K Hold
796
– – 0.02% 338
2023
Q2 		$194K Buy
796
+1
+0.1% +$230 0.02% 319
2023
Q1 		$179K Buy
795
+1
+0.1% +$220 0.02% 328
2022
Q4 		$167K Buy
794
+2
+0.3% +$423 0.02% 327
2022
Q3 		$156K Buy
792
+2
+0.3% +$439 0.02% 303
2022
Q2 		$164K Sell
790
-107
-12% -$24.2K 0.03% 208
2022
Q1 		$224K Hold
897
– – 0.04% 189
2021
Q4 		$237K Buy
897
+2
+0.2% +$515 0.04% 183
2021
Q3 		$216K Buy
895
+98
+12% +$24.4K 0.04% 142
2021
Q2 		$193K Sell
797
-27
-3% -$6.36K 0.04% 132
2021
Q1 		$184K Buy
824
+1
+0.1% +$219 0.05% 119
2020
Q4 		$174K Buy
823
+3
+0.4% +$599 0.06% 107
2020
Q3 		$153K Sell
820
-36
-4% -$6.65K 0.06% 103
2020
Q2 		$147K Buy
856
+545
+175% +$88.2K 0.07% 112
2020
Q1 		$44K Buy
311
+77
+33% +$13K 0.03% 166
2019
Q4 		$42K Buy
234
+1
+0.4% +$171 0.02% 163
2019
Q3 		$38K Sell
233
-31
-12% -$5.09K 0.02% 170
2019
Q2 		$43K Buy
264
+1
+0.4% +$160 0.03% 135
2019
Q1 		$41K Buy
263
+1
+0.4% +$151 0.03% 126
2018
Q4 		$36K Buy
+262
New +$39.2K 0.03% 127

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 22.96% 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

Larson Financial Group's IWB Position: Q2 2026 in Review

Larson Financial Group increased its iShares Russell 1000 ETF (IWB) stake by 4.4% in Q2 2026, buying an estimated $64.6K and bringing the position to 3,896 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #288.

Larson Financial Group first reported a position in IWB in Q4 2018 and has held it in 31 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Larson Financial Group held 3,896 shares of iShares Russell 1000 ETF worth $1.6M as of Q2 2026.
  • Larson Financial Group bought 163 iShares Russell 1000 ETF shares in Q2 2026, an estimated $64.6K.
  • iShares Russell 1000 ETF made up 0.04% of Larson Financial Group's portfolio in Q2 2026, its #288 holding.
  • Larson Financial Group first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.