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McCarley & Cook Financial Planners’s iShares Russell 1000 ETF IWB Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$300K Hold
722
– – 0.23% 41
2026
Q2 		$296K Hold
722
– – 0.23% 41
2026
Q1 		$257K Hold
722
– – 0.22% 45
2025
Q4 		$270K Buy
+722
New +$267K 0.24% 44

Other funds holding IWB

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

McCarley & Cook Financial Planners's IWB Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 722 shares worth $300K. The position accounts for 0.23% of the portfolio, ranked #41.

McCarley & Cook Financial Planners first reported a position in IWB in Q4 2025 and has held it in 4 quarters since. 457 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • McCarley & Cook Financial Planners held 722 shares of iShares Russell 1000 ETF worth $300K as of Q3 2026.
  • McCarley & Cook Financial Planners left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 0.23% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #41 holding.
  • McCarley & Cook Financial Planners first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 4 quarters since.
  • 457 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.