Lloyd Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

Lloyd Advisory Services’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 Q3	$1.61M	Buy	+3,862	New	+$1.61M	0.61%	23

Other funds holding IWB

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Lloyd Advisory Services's IWB Position: Q3 2026 in Review

Lloyd Advisory Services opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2026: 3,862 shares worth $1.61M. The stake represents 0.61% of the portfolio and ranks #23 among its holdings.

803 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Lloyd Advisory Services held 3,862 shares of iShares Russell 1000 ETF worth $1.61M as of Q3 2026.
iShares Russell 1000 ETF was a new Lloyd Advisory Services position in Q3 2026.
iShares Russell 1000 ETF made up 0.61% of Lloyd Advisory Services's portfolio in Q3 2026, its #23 holding.
803 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Lloyd Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.