Members Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Members Wealth’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	$5.09M	Buy	11,990 +2,493	+26%	+$1.04M	2.54%	8
2026 Q2	$3.89M	Buy	9,497 +1,066	+13%	+$422K	2.13%	10
2026 Q1	$3.29M	Buy	8,431 +1,704	+25%	+$635K	1.96%	11
2025 Q4	$2.55M	Buy	6,727 +625	+10%	+$231K	1.6%	16
2025 Q3	$2.24M	Buy	+6,102	New	+$2.15M	1.42%	21
2025 Q1	$2.31M	Buy	7,530 +5,894	+360%	+$1.91M	1.74%	15
2024 Q4	$544K	Buy	+1,636	New	+$530K	0.41%	51
2024 Q2	$1.61M	Buy	+4,720	New	+$1.36M	1.08%	25

Other funds holding IWB

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

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

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Members Wealth's IWB Position: Q3 2026 in Review

Members Wealth increased its iShares Russell 1000 ETF (IWB) stake by 26% in Q3 2026, buying an estimated $1.04M and bringing the position to 11,990 shares worth $5.09M. The position accounts for 2.54% of the portfolio, ranked #8.

Members Wealth first reported a position in IWB in Q2 2024 and has held it in 8 quarters since. 688 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Members Wealth held 11,990 shares of iShares Russell 1000 ETF worth $5.09M as of Q3 2026.
Members Wealth bought 2,493 iShares Russell 1000 ETF shares in Q3 2026, an estimated $1.04M.
iShares Russell 1000 ETF made up 2.54% of Members Wealth's portfolio in Q3 2026, its #8 holding.
Members Wealth first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 8 quarters since.
688 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.