N.E.W. Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

N.E.W. Advisory 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	$178K	Hold	434	–	–	0.01%	233
2026 Q1	$155K	Hold	434	–	–	0.01%	240
2025 Q4	$162K	Sell	434 -179	-29%	-$66.3K	0.01%	224
2025 Q3	$224K	Hold	613	–	–	0.02%	174
2025 Q2	$208K	Buy	613 +42	+7%	+$13.2K	0.02%	181
2025 Q1	$175K	Buy	+571	New	+$185K	0.01%	218

Other funds holding IWB

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

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

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

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

N.E.W. Advisory Services's IWB Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 434 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #233.

N.E.W. Advisory Services first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. The position peaked at $224K in Q3 2025. 1,202 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

N.E.W. Advisory Services held 434 shares of iShares Russell 1000 ETF worth $178K as of Q2 2026.
N.E.W. Advisory Services left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #233 holding.
N.E.W. Advisory Services first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's iShares Russell 1000 ETF position peaked at $224K in Q3 2025.
1,202 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.