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Oak Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Oak Wealth Advisors’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 		$294K Sell
717
-97
-12% -$38.4K 0.14% 60
2026
Q1 		$290K Hold
814
– – 0.16% 51
2025
Q4 		$304K Hold
814
– – 0.17% 52
2025
Q3 		$298K Hold
814
– – 0.17% 48
2025
Q2 		$276K Buy
+814
New +$256K 0.18% 51

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oak Wealth Advisors's IWB Position: Q2 2026 in Review

Oak Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 12% in Q2 2026, selling an estimated $38.4K and leaving 717 shares worth $294K. The position accounts for 0.14% of the portfolio, ranked #60.

Oak Wealth Advisors first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. The position peaked at $304K in Q4 2025. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Oak Wealth Advisors held 717 shares of iShares Russell 1000 ETF worth $294K as of Q2 2026.
  • Oak Wealth Advisors sold 97 iShares Russell 1000 ETF shares in Q2 2026, an estimated $38.4K.
  • iShares Russell 1000 ETF made up 0.14% of Oak Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Oak Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
  • Oak Wealth Advisors's iShares Russell 1000 ETF position peaked at $304K in Q4 2025.
  • 1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.