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OFC Financial Planning’s iShares Russell 1000 ETF IWB Stock Holding History

OFC Financial Planning’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 		$1.38M Sell
3,381
-58
-2% -$23K 1.23% 24
2026
Q1 		$1.23M Hold
3,439
– – 1.2% 21
2025
Q4 		$1.28M Hold
3,439
– – 1.22% 20
2025
Q3 		$1.26M Sell
3,439
-25
-0.7% -$8.81K 1.24% 19
2025
Q2 		$1.18M Hold
3,464
– – 1.25% 18
2025
Q1 		$1.06M Sell
3,464
-44
-1% -$14.2K 1.2% 19
2024
Q4 		$1.13M Buy
+3,508
New +$1.14M 1.19% 19

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 29.2% 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

OFC Financial Planning's IWB Position: Q2 2026 in Review

OFC Financial Planning reduced its iShares Russell 1000 ETF (IWB) stake by 1.7% in Q2 2026, selling an estimated $23K and leaving 3,381 shares worth $1.38M. The position accounts for 1.23% of the portfolio, ranked #24.

OFC Financial Planning first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • OFC Financial Planning held 3,381 shares of iShares Russell 1000 ETF worth $1.38M as of Q2 2026.
  • OFC Financial Planning sold 58 iShares Russell 1000 ETF shares in Q2 2026, an estimated $23K.
  • iShares Russell 1000 ETF made up 1.23% of OFC Financial Planning's portfolio in Q2 2026, its #24 holding.
  • OFC Financial Planning first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.