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

LexAurum 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	$271K	Hold	662	–	–	0.03%	352
2026 Q1	$236K	Buy	+662	New	+$247K	0.03%	360
2025 Q3	$240K	Hold	657	–	–	0.03%	334
2025 Q2	$223K	Hold	657	–	–	0.04%	326
2025 Q1	$202K	Sell	657 -1	-0.2%	-$323	0.04%	331
2024 Q4	$212K	Sell	658 -65	-9%	-$21.1K	0.04%	307
2024 Q3	$227K	Hold	723	–	–	0.05%	279
2024 Q2	$215K	Hold	723	–	–	0.05%	271
2024 Q1	$208K	Buy	+723	New	+$198K	0.05%	278
2022 Q1	–	Sell	-855	Closed	-$226K	–	269
2021 Q4	$226K	Hold	855	–	–	0.07%	231
2021 Q3	$207K	Hold	855	–	–	0.06%	262
2021 Q2	$207K	Buy	+855	New	+$201K	0.06%	270

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

LexAurum Advisors's IWB Position: Q2 2026 in Review

LexAurum Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 662 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #352.

LexAurum Advisors first reported a position in IWB in Q2 2021 and has held it in 12 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

LexAurum Advisors held 662 shares of iShares Russell 1000 ETF worth $271K as of Q2 2026.
LexAurum Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.03% of LexAurum Advisors's portfolio in Q2 2026, its #352 holding.
LexAurum Advisors first reported a position in iShares Russell 1000 ETF in Q2 2021 and has held it in 12 quarters since.
1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.