New Wave Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

New Wave Wealth Advisors’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	$4.95M	Buy	12,090 +2,202	+22%	+$873K	1.35%	19
2026 Q1	$3.53M	Sell	9,888 -472	-5%	-$176K	1.22%	20
2025 Q4	$3.87M	Buy	10,360 +2,550	+33%	+$945K	1.42%	18
2025 Q3	$2.85M	Buy	7,810 +476	+6%	+$168K	1.11%	25
2025 Q2	$2.49M	Buy	7,334 +2,624	+56%	+$824K	1.06%	29
2025 Q1	$1.44M	Buy	4,710 +2,759	+141%	+$892K	0.65%	38
2024 Q4	$629K	Buy	1,951 +51	+3%	+$16.5K	0.26%	59
2024 Q3	$597K	Buy	1,900 +156	+9%	+$47.2K	0.28%	60
2024 Q2	$519K	Buy	+1,744	New	+$501K	0.28%	60

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

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

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

New Wave Wealth Advisors's IWB Position: Q2 2026 in Review

New Wave Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 22% in Q2 2026, buying an estimated $873K and bringing the position to 12,090 shares worth $4.95M. The position accounts for 1.35% of the portfolio, ranked #19.

New Wave Wealth Advisors first reported a position in IWB in Q2 2024 and has held it in 9 quarters since. 475 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

New Wave Wealth Advisors held 12,090 shares of iShares Russell 1000 ETF worth $4.95M as of Q2 2026.
New Wave Wealth Advisors bought 2,202 iShares Russell 1000 ETF shares in Q2 2026, an estimated $873K.
iShares Russell 1000 ETF made up 1.35% of New Wave Wealth Advisors's portfolio in Q2 2026, its #19 holding.
New Wave Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 9 quarters since.
475 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.