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NBC Securities’s iShares Russell 1000 ETF IWB Stock Holding History

NBC Securities’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 		$280K Hold
683
– – 0.02% 730
2026
Q1 		$244K Hold
683
– – 0.02% 774
2025
Q4 		$255K Sell
683
-100
-13% -$37K 0.02% 754
2025
Q3 		$286K Hold
783
– – 0.02% 709
2025
Q2 		$265K Sell
783
-67
-8% -$21K 0.02% 734
2025
Q1 		$260K Buy
+850
New +$275K 0.02% 680
2024
Q4 		– Sell
-1,008
Closed -$316K – 1680
2024
Q3 		$316K Hold
1,008
– – 0.03% 630
2024
Q2 		$299K Hold
1,008
– – 0.03% 614
2024
Q1 		$291K Sell
1,008
-60
-6% -$16.4K 0.03% 615
2023
Q4 		$280K Sell
1,068
-33
-3% -$8.08K 0.03% 610
2023
Q3 		$258K Buy
+1,101
New +$270K 0.03% 602

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
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
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

NBC Securities's IWB Position: Q2 2026 in Review

NBC Securities held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 683 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #730.

NBC Securities first reported a position in IWB in Q3 2023 and has held it in 11 quarters since. The position peaked at $316K in Q3 2024. 444 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • NBC Securities held 683 shares of iShares Russell 1000 ETF worth $280K as of Q2 2026.
  • NBC Securities left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.02% of NBC Securities's portfolio in Q2 2026, its #730 holding.
  • NBC Securities first reported a position in iShares Russell 1000 ETF in Q3 2023 and has held it in 11 quarters since.
  • NBC Securities's iShares Russell 1000 ETF position peaked at $316K in Q3 2024.
  • 444 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.