Next Level Private’s iShares Russell 1000 ETF IWB Stock Holding History

Next Level Private’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	$929K	Buy	2,268 +3	+0.1%	+$1.19K	0.18%	83
2026 Q1	$807K	Buy	2,265 +4	+0.2%	+$1.49K	0.18%	84
2025 Q4	$844K	Buy	2,261 +4	+0.2%	+$1.48K	0.22%	76
2025 Q3	$832K	Buy	2,257 +6	+0.3%	+$2.11K	0.24%	70
2025 Q2	$764K	Buy	2,251 +6	+0.3%	+$1.88K	0.25%	66
2025 Q1	$689K	Sell	2,245 -9	-0.4%	-$2.91K	0.26%	68
2024 Q4	$726K	Buy	2,254 +7	+0.3%	+$2.27K	0.29%	61
2024 Q3	$707K	Buy	2,247 +7	+0.3%	+$2.12K	0.29%	65
2024 Q2	$666K	Buy	2,240 +6	+0.3%	+$1.72K	0.3%	62
2024 Q1	$644K	Buy	2,234 +7	+0.3%	+$1.92K	0.3%	65
2023 Q4	$584K	Buy	2,227 +8	+0.4%	+$1.96K	0.33%	57
2023 Q3	$521K	Buy	2,219 +9	+0.4%	+$2.2K	0.35%	60
2023 Q2	$534K	Buy	+2,210	New	+$509K	0.35%	58
2023 Q1	–	Sell	-2,195	Closed	-$469K	–	86
2022 Q4	$469K	Buy	2,195 +822	+60%	+$174K	0.34%	55
2022 Q3	$286K	Buy	+1,373	New	+$301K	0.25%	65
2022 Q2	–	Sell	-1,373	Closed	-$343K	–	160
2022 Q1	$343K	Hold	1,373	–	–	0.28%	66
2021 Q4	$363K	Buy	+1,373	New	+$353K	0.3%	61

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 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

FMP

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

Next Level Private's IWB Position: Q2 2026 in Review

Next Level Private increased its iShares Russell 1000 ETF (IWB) stake by 0.13% in Q2 2026, buying an estimated $1.19K and bringing the position to 2,268 shares worth $929K. The position accounts for 0.18% of the portfolio, ranked #83.

Next Level Private first reported a position in IWB in Q4 2021 and has held it in 17 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Next Level Private held 2,268 shares of iShares Russell 1000 ETF worth $929K as of Q2 2026.
Next Level Private bought 3 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.19K.
iShares Russell 1000 ETF made up 0.18% of Next Level Private's portfolio in Q2 2026, its #83 holding.
Next Level Private first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 17 quarters since.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.