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

Nations 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	$245K	Buy	599 +1	+0.2%	+$396	0.01%	696
2026 Q1	$213K	Buy	598 +1	+0.2%	+$373	0.01%	728
2025 Q4	$223K	Buy	597 +1	+0.2%	+$370	0.01%	689
2025 Q3	$218K	Buy	+596	New	+$210K	0.01%	661
2017 Q1	–	Sell	-1,913	Closed	-$238K	–	154
2016 Q4	$238K	Hold	1,913	–	–	0.26%	122
2016 Q3	$230K	Buy	1,913 +1	+0.1%	+$120	0.23%	136
2016 Q2	$224K	Buy	+1,912	New	+$220K	0.23%	135

Other funds holding IWB

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

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

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

Nations Financial Group increased its iShares Russell 1000 ETF (IWB) stake by 0.17% in Q2 2026, buying an estimated $396 and bringing the position to 599 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #696.

Nations Financial Group first reported a position in IWB in Q2 2016 and has held it in 7 quarters since. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Nations Financial Group held 599 shares of iShares Russell 1000 ETF worth $245K as of Q2 2026.
Nations Financial Group bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
iShares Russell 1000 ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #696 holding.
Nations Financial Group first reported a position in iShares Russell 1000 ETF in Q2 2016 and has held it in 7 quarters since.
511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.