Optimist Retirement Group’s iShares Russell 1000 ETF IWB Stock Holding History

Optimist Retirement 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	$1.4M	Sell	3,407 -44	-1%	-$17.4K	0.54%	46
2026 Q1	$1.23M	Sell	3,451 -91	-3%	-$33.9K	0.54%	44
2025 Q4	$1.32M	Hold	3,542	–	–	0.61%	39
2025 Q3	$1.29M	Hold	3,542	–	–	0.59%	44
2025 Q2	$1.2M	Buy	3,542 +102	+3%	+$32K	0.58%	44
2025 Q1	$1.06M	Hold	3,440	–	–	0.53%	44
2024 Q4	$1.11M	Hold	3,440	–	–	0.52%	39
2024 Q3	$1.08M	Hold	3,440	–	–	0.49%	46
2024 Q2	$1.02M	Buy	3,440 +2	+0.1%	+$574	0.54%	44
2024 Q1	$990K	Hold	3,438	–	–	0.51%	44
2023 Q4	$902K	Buy	+3,438	New	+$842K	0.59%	36

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optimist Retirement Group's IWB Position: Q2 2026 in Review

Optimist Retirement Group reduced its iShares Russell 1000 ETF (IWB) stake by 1.3% in Q2 2026, selling an estimated $17.4K and leaving 3,407 shares worth $1.4M. The position accounts for 0.54% of the portfolio, ranked #46.

Optimist Retirement Group first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Optimist Retirement Group held 3,407 shares of iShares Russell 1000 ETF worth $1.4M as of Q2 2026.
Optimist Retirement Group sold 44 iShares Russell 1000 ETF shares in Q2 2026, an estimated $17.4K.
iShares Russell 1000 ETF made up 0.54% of Optimist Retirement Group's portfolio in Q2 2026, its #46 holding.
Optimist Retirement Group first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.