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Morris Financial Concepts’s iShares Russell 1000 ETF IWB Stock Holding History

Morris Financial Concepts’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 		$1.73M Sell
4,224
-57
-1% -$22.6K 0.53% 33
2026
Q1 		$1.53M Sell
4,281
-42
-1% -$15.7K 0.52% 34
2025
Q4 		$1.61M Sell
4,323
-76
-2% -$28.1K 0.57% 33
2025
Q3 		$1.61M Sell
4,399
-4
-0.1% -$1.41K 0.58% 34
2025
Q2 		$1.5M Buy
4,403
+2,630
+148% +$826K 0.59% 32
2025
Q1 		$544K Sell
1,773
-100
-5% -$32.3K 0.23% 66
2024
Q4 		$603K Sell
1,873
-6
-0.3% -$1.94K 0.26% 56
2024
Q3 		$591K Sell
1,879
-101
-5% -$30.6K 0.25% 57
2024
Q2 		$589K Sell
1,980
-52
-3% -$14.9K 0.28% 50
2024
Q1 		$585K Hold
2,032
– – 0.3% 47
2023
Q4 		$533K Sell
2,032
-60
-3% -$14.7K 0.3% 46
2023
Q3 		$491K Sell
2,092
-10
-0.5% -$2.45K 0.33% 41
2023
Q2 		$512K Hold
2,102
– – 0.33% 44
2023
Q1 		$473K Sell
2,102
-54
-3% -$11.9K 0.33% 44
2022
Q4 		$454K Buy
2,156
+38
+2% +$8.04K 0.37% 47
2022
Q3 		$418K Buy
2,118
+191
+10% +$41.9K 0.43% 36
2022
Q2 		$400K Buy
+1,927
New +$436K 0.38% 44

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

Morris Financial Concepts's IWB Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares Russell 1000 ETF (IWB) stake by 1.3% in Q2 2026, selling an estimated $22.6K and leaving 4,224 shares worth $1.73M. The position accounts for 0.53% of the portfolio, ranked #33.

Morris Financial Concepts first reported a position in IWB in Q2 2022 and has held it in 17 quarters since. 1,555 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Morris Financial Concepts held 4,224 shares of iShares Russell 1000 ETF worth $1.73M as of Q2 2026.
  • Morris Financial Concepts sold 57 iShares Russell 1000 ETF shares in Q2 2026, an estimated $22.6K.
  • iShares Russell 1000 ETF made up 0.53% of Morris Financial Concepts's portfolio in Q2 2026, its #33 holding.
  • Morris Financial Concepts first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.