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Lutz Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Lutz Financial 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
Q2 		$2.82M Sell
6,880
-276
-4% -$109K 0.17% 50
2026
Q1 		$2.55M Sell
7,156
-148
-2% -$55.1K 0.17% 50
2025
Q4 		$2.73M Buy
+7,304
New +$2.71M 0.19% 50

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lutz Financial Services's IWB Position: Q2 2026 in Review

Lutz Financial Services reduced its iShares Russell 1000 ETF (IWB) stake by 3.9% in Q2 2026, selling an estimated $109K and leaving 6,880 shares worth $2.82M. The position accounts for 0.17% of the portfolio, ranked #50.

Lutz Financial Services first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Lutz Financial Services held 6,880 shares of iShares Russell 1000 ETF worth $2.82M as of Q2 2026.
  • Lutz Financial Services sold 276 iShares Russell 1000 ETF shares in Q2 2026, an estimated $109K.
  • iShares Russell 1000 ETF made up 0.17% of Lutz Financial Services's portfolio in Q2 2026, its #50 holding.
  • Lutz Financial Services first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.