Latitude Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Latitude 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	$249K	Buy	609 +7	+1%	+$2.77K	0.1%	216
2026 Q1	$215K	Hold	602	–	–	0.1%	205
2025 Q4	$225K	Buy	+602	New	+$223K	0.1%	209
2023 Q4	–	Sell	-855	Closed	-$201K	–	180
2023 Q3	$201K	Buy	+855	New	+$209K	0.14%	161
2022 Q4	–	Sell	-1,600	Closed	-$316K	–	162
2022 Q3	$316K	Buy	+1,600	New	+$351K	0.26%	93
2022 Q2	–	Sell	-1,952	Closed	-$488K	–	226
2022 Q1	$488K	Sell	1,952 -406	-17%	-$100K	0.11%	182
2021 Q4	$624K	Buy	2,358 +1	+0%	+$257	0.17%	124
2021 Q3	$570K	Buy	2,357 +1,223	+108%	+$304K	0.18%	119
2021 Q2	$275K	Buy	+1,134	New	+$267K	0.2%	124

Other funds holding IWB

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Latitude Advisors's IWB Position: Q2 2026 in Review

Latitude Advisors increased its iShares Russell 1000 ETF (IWB) stake by 1.2% in Q2 2026, buying an estimated $2.77K and bringing the position to 609 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #216.

Latitude Advisors first reported a position in IWB in Q2 2021 and has held it in 9 quarters since. The position peaked at $624K in Q4 2021. 707 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Latitude Advisors held 609 shares of iShares Russell 1000 ETF worth $249K as of Q2 2026.
Latitude Advisors bought 7 iShares Russell 1000 ETF shares in Q2 2026, an estimated $2.77K.
iShares Russell 1000 ETF made up 0.1% of Latitude Advisors's portfolio in Q2 2026, its #216 holding.
Latitude Advisors first reported a position in iShares Russell 1000 ETF in Q2 2021 and has held it in 9 quarters since.
Latitude Advisors's iShares Russell 1000 ETF position peaked at $624K in Q4 2021.
707 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.