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LifeSteps Financial’s iShares Russell 1000 ETF IWB Stock Holding History

LifeSteps Financial’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 		$213K Buy
+520
New +$206K 0.1% 94
2024
Q2 		– Sell
-520
Closed -$150K – 237
2024
Q1 		$150K Buy
+520
New +$143K 0.11% 94

Other funds holding IWB

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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

LifeSteps Financial's IWB Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 520 shares worth $213K. The stake represents 0.1% of the portfolio and ranks #94 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in IWB as recently as Q1 2024.

LifeSteps Financial first reported a position in IWB in Q1 2024 and has held it in 2 quarters since. 278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • LifeSteps Financial held 520 shares of iShares Russell 1000 ETF worth $213K as of Q2 2026.
  • iShares Russell 1000 ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.1% of LifeSteps Financial's portfolio in Q2 2026, its #94 holding.
  • LifeSteps Financial first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 2 quarters since.
  • 278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.