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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

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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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. 661 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.
  • 661 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.