NWF Advisory Services
IWB icon

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
Q3 		$980K Buy
2,355
+4
+0.2% +$1.66K 0.09% 151
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

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

NWF Advisory Services's IWB Position: Q3 2026 in Review

NWF Advisory Services increased its iShares Russell 1000 ETF (IWB) stake by 0.17% in Q3 2026, buying an estimated $1.66K and bringing the position to 2,355 shares worth $980K. The position accounts for 0.09% of the portfolio, ranked #151.

NWF Advisory Services first reported a position in IWB in Q1 2024 and has held it in 9 quarters since. 456 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • NWF Advisory Services held 2,355 shares of iShares Russell 1000 ETF worth $980K as of Q3 2026.
  • NWF Advisory Services bought 4 iShares Russell 1000 ETF shares in Q3 2026, an estimated $1.66K.
  • iShares Russell 1000 ETF made up 0.09% of NWF Advisory Services's portfolio in Q3 2026, its #151 holding.
  • NWF Advisory Services first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 9 quarters since.
  • 456 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.