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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
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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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

Members Wealth's IWB Position: Q2 2026 in Review

Members Wealth increased its iShares Russell 1000 ETF (IWB) stake by 13% in Q2 2026, buying an estimated $422K and bringing the position to 9,497 shares worth $3.89M. The position accounts for 2.13% of the portfolio, ranked #10.

Members Wealth first reported a position in IWB in Q2 2024 and has held it in 7 quarters since. 471 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Members Wealth held 9,497 shares of iShares Russell 1000 ETF worth $3.89M as of Q2 2026.
  • Members Wealth bought 1,066 iShares Russell 1000 ETF shares in Q2 2026, an estimated $422K.
  • iShares Russell 1000 ETF made up 2.13% of Members Wealth's portfolio in Q2 2026, its #10 holding.
  • Members Wealth first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 7 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.