North Point Portfolio Managers’s iShares Russell 1000 ETF IWB Stock Holding History

North Point Portfolio Managers’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	$37.9K	Buy	+91	New	+$37.8K	0.01%	147

Other funds holding IWB

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

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Mission Wealth Management

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

North Point Portfolio Managers's IWB Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2026: 91 shares worth $37.9K. The stake represents 0.01% of the portfolio and ranks #147 among its holdings.

224 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

North Point Portfolio Managers held 91 shares of iShares Russell 1000 ETF worth $37.9K as of Q3 2026.
iShares Russell 1000 ETF was a new North Point Portfolio Managers position in Q3 2026.
iShares Russell 1000 ETF made up 0.01% of North Point Portfolio Managers's portfolio in Q3 2026, its #147 holding.
224 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.