Northstar Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

Northstar Advisory 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	$232K	Buy	567 +1	+0.2%	+$396	0.07%	113
2026 Q1	$202K	Buy	566 +2	+0.4%	+$745	0.08%	112
2025 Q4	$211K	Buy	564 +1	+0.2%	+$370	0.07%	108
2025 Q3	$206K	Buy	+563	New	+$198K	0.08%	108
2025 Q1	–	Sell	-774	Closed	-$249K	–	105
2024 Q4	$249K	Buy	+774	New	+$251K	0.13%	93

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Northstar Advisory Group's IWB Position: Q2 2026 in Review

Northstar Advisory Group increased its iShares Russell 1000 ETF (IWB) stake by 0.18% in Q2 2026, buying an estimated $396 and bringing the position to 567 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #113.

Northstar Advisory Group first reported a position in IWB in Q4 2024 and has held it in 5 quarters since. The position peaked at $249K in Q4 2024. 746 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Northstar Advisory Group held 567 shares of iShares Russell 1000 ETF worth $232K as of Q2 2026.
Northstar Advisory Group bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
iShares Russell 1000 ETF made up 0.07% of Northstar Advisory Group's portfolio in Q2 2026, its #113 holding.
Northstar Advisory Group first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 5 quarters since.
Northstar Advisory Group's iShares Russell 1000 ETF position peaked at $249K in Q4 2024.
746 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.