Old North State Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Old North State Wealth Management’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	$936K	Buy	2,285 +4	+0.2%	+$1.58K	0.4%	55
2026 Q1	$813K	Buy	2,281 +6	+0.3%	+$2.24K	0.38%	60
2025 Q4	$850K	Buy	2,275 +6	+0.3%	+$2.22K	0.4%	53
2025 Q3	$829K	Buy	2,269 +6	+0.3%	+$2.11K	0.39%	53
2025 Q2	$768K	Buy	2,263 +6	+0.3%	+$1.88K	0.4%	52
2025 Q1	$692K	Buy	2,257 +6	+0.3%	+$1.94K	0.39%	52
2024 Q4	$725K	Buy	2,251 +7	+0.3%	+$2.27K	0.41%	51
2024 Q3	$706K	Buy	2,244 +8	+0.4%	+$2.42K	0.4%	49
2024 Q2	$665K	Buy	2,236 +5	+0.2%	+$1.44K	0.44%	50
2024 Q1	$643K	Buy	2,231 +7	+0.3%	+$1.92K	0.42%	50
2023 Q4	$583K	Buy	2,224 +18	+0.8%	+$4.41K	0.43%	51
2023 Q3	$518K	Hold	2,206	–	–	0.46%	50
2023 Q2	$538K	Sell	2,206 -50	-2%	-$11.5K	0.47%	50
2023 Q1	$508K	Buy	2,256 +8	+0.4%	+$1.76K	0.48%	48
2022 Q4	$473K	Buy	2,248 +10	+0.4%	+$2.12K	0.48%	48
2022 Q3	$442K	Buy	2,238 +11	+0.5%	+$2.41K	0.51%	43
2022 Q2	$463K	Buy	2,227 +6	+0.3%	+$1.36K	0.53%	42
2022 Q1	$555K	Buy	2,221 +7	+0.3%	+$1.73K	0.56%	41
2021 Q4	$586K	Buy	+2,214	New	+$570K	0.59%	40

Other funds holding IWB

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Old North State Wealth Management's IWB Position: Q2 2026 in Review

Old North State Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.18% in Q2 2026, buying an estimated $1.58K and bringing the position to 2,285 shares worth $936K. The position accounts for 0.4% of the portfolio, ranked #55.

Old North State Wealth Management first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Old North State Wealth Management held 2,285 shares of iShares Russell 1000 ETF worth $936K as of Q2 2026.
Old North State Wealth Management bought 4 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.58K.
iShares Russell 1000 ETF made up 0.4% of Old North State Wealth Management's portfolio in Q2 2026, its #55 holding.
Old North State Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.