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Omega Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Omega Financial Group’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 		$9.13M Sell
22,301
-492
-2% -$195K 2.78% 13
2026
Q1 		$8.13M Sell
22,793
-1,600
-7% -$596K 2.64% 14
2025
Q4 		$9.11M Sell
24,393
-711
-3% -$263K 3% 12
2025
Q3 		$9.18M Sell
25,104
-527
-2% -$186K 3.04% 12
2025
Q2 		$8.7M Sell
25,631
-625
-2% -$196K 3.1% 11
2025
Q1 		$8.05M Sell
26,256
-334
-1% -$108K 3.09% 12
2024
Q4 		$8.57M Sell
26,590
-875
-3% -$283K 3.24% 9
2024
Q3 		$8.63M Sell
27,465
-2,532
-8% -$767K 3.27% 10
2024
Q2 		$8.93M Sell
29,997
-1,326
-4% -$381K 3.61% 8
2024
Q1 		$9.02M Sell
31,323
-1,127
-3% -$309K 3.69% 8
2023
Q4 		$8.51M Sell
32,450
-1,623
-5% -$397K 3.64% 7
2023
Q3 		$8M Sell
34,073
-145
-0.4% -$35.5K 3.91% 6
2023
Q2 		$8.34M Sell
34,218
-398
-1% -$91.7K 3.82% 6
2023
Q1 		$7.8M Sell
34,616
-85
-0.2% -$18.7K 3.6% 7
2022
Q4 		$7.31M Sell
34,701
-1,389
-4% -$294K 3.77% 6
2022
Q3 		$7.12M Sell
36,090
-500
-1% -$110K 3.68% 7
2022
Q2 		$7.6M Sell
36,590
-297
-0.8% -$67.1K 3.67% 6
2022
Q1 		$9.22M Sell
36,887
-877
-2% -$217K 3.99% 6
2021
Q4 		$9.99M Sell
37,764
-603
-2% -$155K 4.43% 4
2021
Q3 		$9.27M Sell
38,367
-831
-2% -$207K 4.42% 4
2021
Q2 		$9.49M Sell
39,198
-799
-2% -$188K 4.58% 3
2021
Q1 		$8.95M Sell
39,997
-292
-0.7% -$63.9K 4.55% 3
2020
Q4 		$8.54M Sell
40,289
-198
-0.5% -$39.5K 4.61% 3
2020
Q3 		$7.58M Sell
40,487
-1,306
-3% -$241K 4.61% 3
2020
Q2 		$7.17M Sell
41,793
-1,693
-4% -$274K 4.62% 5
2020
Q1 		$6.16M Sell
43,486
-672
-2% -$114K 4.66% 5
2019
Q4 		$7.88M Sell
44,158
-1,222
-3% -$209K 5.18% 6
2019
Q3 		$7.47M Sell
45,380
-2,110
-4% -$346K 5.24% 4
2019
Q2 		$7.73M Sell
47,490
-1,980
-4% -$317K 5.71% 2
2019
Q1 		$7.78M Sell
49,470
-2,494
-5% -$377K 5.74% 2
2018
Q4 		$7.21M Buy
+51,964
New +$7.77M 6.36% 2

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

Omega Financial Group's IWB Position: Q2 2026 in Review

Omega Financial Group reduced its iShares Russell 1000 ETF (IWB) stake by 2.2% in Q2 2026, selling an estimated $195K and leaving 22,301 shares worth $9.13M. The position accounts for 2.78% of the portfolio, ranked #13.

Omega Financial Group first reported a position in IWB in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.99M in Q4 2021. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Omega Financial Group held 22,301 shares of iShares Russell 1000 ETF worth $9.13M as of Q2 2026.
  • Omega Financial Group sold 492 iShares Russell 1000 ETF shares in Q2 2026, an estimated $195K.
  • iShares Russell 1000 ETF made up 2.78% of Omega Financial Group's portfolio in Q2 2026, its #13 holding.
  • Omega Financial Group first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 31 quarters since.
  • Omega Financial Group's iShares Russell 1000 ETF position peaked at $9.99M in Q4 2021.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.