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New England Professional Planning Group’s iShares Russell 1000 ETF IWB Stock Holding History

New England Professional Planning 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 		$278K Hold
678
– – 0.1% 40
2026
Q1 		$242K Hold
678
– – 0.1% 39
2025
Q4 		$253K Hold
678
– – 0.11% 39
2025
Q3 		$248K Sell
678
-102
-13% -$35.9K 0.11% 38
2025
Q2 		$265K Hold
780
– – 0.12% 40
2025
Q1 		$239K Hold
780
– – 0.12% 42
2024
Q4 		$251K Buy
780
+102
+15% +$33K 0.13% 39
2024
Q3 		$213K Hold
678
– – 0.11% 46
2024
Q2 		$202K Buy
+678
New +$195K 0.11% 48

Other funds holding IWB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New England Professional Planning Group's IWB Position: Q2 2026 in Review

New England Professional Planning Group held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 678 shares worth $278K. The position accounts for 0.1% of the portfolio, ranked #40.

New England Professional Planning Group first reported a position in IWB in Q2 2024 and has held it in 9 quarters since. 893 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • New England Professional Planning Group held 678 shares of iShares Russell 1000 ETF worth $278K as of Q2 2026.
  • New England Professional Planning Group left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.1% of New England Professional Planning Group's portfolio in Q2 2026, its #40 holding.
  • New England Professional Planning Group first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 9 quarters since.
  • 893 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.