NWF Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

NWF Advisory Services’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	$963K	Sell	2,351 -78	-3%	-$30.9K	0.09%	148
2026 Q1	$866K	Buy	2,429 +8	+0.3%	+$2.98K	0.1%	147
2025 Q4	$904K	Buy	2,421 +5	+0.2%	+$1.85K	0.1%	139
2025 Q3	$883K	Buy	2,416 +4	+0.2%	+$1.41K	0.1%	146
2025 Q2	$819K	Buy	+2,412	New	+$757K	0.1%	148
2024 Q4	–	Sell	-2,397	Closed	-$754K	–	357
2024 Q3	$754K	Buy	2,397 +92	+4%	+$27.9K	0.11%	126
2024 Q2	$686K	Sell	2,305 -15	-0.6%	-$4.31K	0.11%	129
2024 Q1	$668K	Buy	+2,320	New	+$636K	0.11%	134

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NWF Advisory Services's IWB Position: Q2 2026 in Review

NWF Advisory Services reduced its iShares Russell 1000 ETF (IWB) stake by 3.2% in Q2 2026, selling an estimated $30.9K and leaving 2,351 shares worth $963K. The position accounts for 0.09% of the portfolio, ranked #148.

NWF Advisory Services first reported a position in IWB in Q1 2024 and has held it in 8 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

NWF Advisory Services held 2,351 shares of iShares Russell 1000 ETF worth $963K as of Q2 2026.
NWF Advisory Services sold 78 iShares Russell 1000 ETF shares in Q2 2026, an estimated $30.9K.
iShares Russell 1000 ETF made up 0.09% of NWF Advisory Services's portfolio in Q2 2026, its #148 holding.
NWF Advisory Services first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 8 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.