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

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

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

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. 746 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.
746 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.