LongView Wealth Management
IWB icon

LongView Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

LongView Wealth Management’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 		$284K Buy
683
+1
+0.1% +$416 0.07% 193
2026
Q2 		$279K Sell
682
-106
-13% -$42K 0.07% 188
2026
Q1 		$300K Sell
788
-76
-9% -$28.3K 0.08% 193
2025
Q4 		$329K Sell
864
-239
-22% -$88.5K 0.08% 187
2025
Q3 		$403K Sell
1,103
-150
-12% -$52.8K 0.11% 142
2025
Q2 		$426K Sell
1,253
-323
-20% -$101K 0.13% 136
2025
Q1 		$483K Sell
1,576
-516
-25% -$167K 0.15% 119
2024
Q4 		$674K Sell
2,092
-93
-4% -$30.1K 0.21% 91
2024
Q3 		$687K Sell
2,185
-514
-19% -$156K 0.22% 86
2024
Q2 		$803K Sell
2,699
-9
-0.3% -$2.58K 0.3% 72
2024
Q1 		$780K Buy
2,708
+682
+34% +$187K 0.31% 70
2023
Q4 		$529K Buy
+2,026
New +$496K 0.24% 91

Other funds holding IWB

Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Red Cedar Investment Management
Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

LongView Wealth Management's IWB Position: Q3 2026 in Review

LongView Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.15% in Q3 2026, buying an estimated $416 and bringing the position to 683 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #193.

LongView Wealth Management first reported a position in IWB in Q4 2023 and has held it in 12 quarters since. The position peaked at $803K in Q2 2024. 846 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • LongView Wealth Management held 683 shares of iShares Russell 1000 ETF worth $284K as of Q3 2026.
  • LongView Wealth Management bought 1 iShares Russell 1000 ETF share in Q3 2026, an estimated $416.
  • iShares Russell 1000 ETF made up 0.07% of LongView Wealth Management's portfolio in Q3 2026, its #193 holding.
  • LongView Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 12 quarters since.
  • LongView Wealth Management's iShares Russell 1000 ETF position peaked at $803K in Q2 2024.
  • 846 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.