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 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

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 29.18% 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

LongView Wealth Management's IWB Position: Q2 2026 in Review

LongView Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 13% in Q2 2026, selling an estimated $42K and leaving 682 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #188.

LongView Wealth Management first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $803K in Q2 2024. 1,555 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

LongView Wealth Management held 682 shares of iShares Russell 1000 ETF worth $279K as of Q2 2026.
LongView Wealth Management sold 106 iShares Russell 1000 ETF shares in Q2 2026, an estimated $42K.
iShares Russell 1000 ETF made up 0.07% of LongView Wealth Management's portfolio in Q2 2026, its #188 holding.
LongView Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's iShares Russell 1000 ETF position peaked at $803K in Q2 2024.
1,555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.