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

Montgomery 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	$1.23K	Buy	+3	New	+$1.19K	﹤0.01%	293

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 29.2% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CCA

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

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

Montgomery Financial Services opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 3 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #293 among its holdings.

1,499 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Montgomery Financial Services held 3 shares of iShares Russell 1000 ETF worth $1.23K as of Q2 2026.
iShares Russell 1000 ETF was a new Montgomery Financial Services position in Q2 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #293 holding.
1,499 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.