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Nadler Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Nadler Financial Group’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 		$2.5M Sell
6,111
-325
-5% -$129K 0.21% 39
2026
Q1 		$2.29M Sell
6,436
-374
-5% -$139K 0.22% 39
2025
Q4 		$2.54M Sell
6,810
-525
-7% -$194K 0.24% 39
2025
Q3 		$2.68M Sell
7,335
-602
-8% -$212K 0.26% 38
2025
Q2 		$2.7M Sell
7,937
-325
-4% -$102K 0.28% 37
2025
Q1 		$2.53M Sell
8,262
-400
-5% -$129K 0.28% 36
2024
Q4 		$2.79M Sell
8,662
-2,685
-24% -$870K 0.29% 35
2024
Q3 		$3.57M Sell
11,347
-3,771
-25% -$1.14M 0.39% 31
2024
Q2 		$4.5M Buy
15,118
+150
+1% +$43.1K 0.53% 27
2024
Q1 		$4.31M Sell
14,968
-225
-1% -$61.7K 0.53% 27
2023
Q4 		$3.98M Sell
15,193
-1,220
-7% -$299K 0.54% 26
2023
Q3 		$3.86M Buy
16,413
+210
+1% +$51.4K 0.58% 26
2023
Q2 		$3.95M Buy
16,203
+285
+2% +$65.6K 0.58% 25
2023
Q1 		$3.59M Buy
15,918
+1,400
+10% +$308K 0.57% 27
2022
Q4 		$3.06M Buy
14,518
+7,886
+119% +$1.67M 0.53% 25
2022
Q3 		$1.31M Buy
6,632
+632
+11% +$139K 0.25% 38
2022
Q2 		$1.25M Buy
6,000
+695
+13% +$157K 0.23% 40
2022
Q1 		$1.33M Buy
5,305
+610
+13% +$151K 0.21% 42
2021
Q4 		$1.24M Buy
4,695
+1,090
+30% +$281K 0.18% 47
2021
Q3 		$871K Buy
3,605
+240
+7% +$59.7K 0.14% 53
2021
Q2 		$815K Buy
3,365
+1,280
+61% +$302K 0.13% 53
2021
Q1 		$467K Buy
2,085
+875
+72% +$192K 0.08% 68
2020
Q4 		$256K Buy
+1,210
New +$241K 0.05% 93
2020
Q1 		– Sell
-1,165
Closed -$208K – 99
2019
Q4 		$208K Buy
+1,165
New +$199K 0.05% 99

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

Nadler Financial Group's IWB Position: Q2 2026 in Review

Nadler Financial Group reduced its iShares Russell 1000 ETF (IWB) stake by 5% in Q2 2026, selling an estimated $129K and leaving 6,111 shares worth $2.5M. The position accounts for 0.21% of the portfolio, ranked #39.

Nadler Financial Group first reported a position in IWB in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.5M in Q2 2024. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Nadler Financial Group held 6,111 shares of iShares Russell 1000 ETF worth $2.5M as of Q2 2026.
  • Nadler Financial Group sold 325 iShares Russell 1000 ETF shares in Q2 2026, an estimated $129K.
  • iShares Russell 1000 ETF made up 0.21% of Nadler Financial Group's portfolio in Q2 2026, its #39 holding.
  • Nadler Financial Group first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 24 quarters since.
  • Nadler Financial Group's iShares Russell 1000 ETF position peaked at $4.5M in Q2 2024.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.