LWM
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
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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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

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. 455 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.
  • 455 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.