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National Wealth Management Group’s iShares Russell 1000 ETF IWB Stock Holding History

National Wealth Management 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 		$214K Buy
+523
New +$207K 0.07% 216

Other funds holding IWB

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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

National Wealth Management Group's IWB Position: Q2 2026 in Review

National Wealth Management Group opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 523 shares worth $214K. The stake represents 0.07% of the portfolio and ranks #216 among its holdings.

455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • National Wealth Management Group held 523 shares of iShares Russell 1000 ETF worth $214K as of Q2 2026.
  • iShares Russell 1000 ETF was a new National Wealth Management Group position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.07% of National Wealth Management Group's portfolio in Q2 2026, its #216 holding.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.