Optimist Retirement Group
IWB icon

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
Q3 		$1.42M Hold
3,407
– – 0.58% 44
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

National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Optimist Retirement Group's IWB Position: Q3 2026 in Review

Optimist Retirement Group held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 3,407 shares worth $1.42M. The position accounts for 0.58% of the portfolio, ranked #44.

Optimist Retirement Group first reported a position in IWB in Q4 2023 and has held it in 12 quarters since. 688 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Optimist Retirement Group held 3,407 shares of iShares Russell 1000 ETF worth $1.42M as of Q3 2026.
  • Optimist Retirement Group left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 0.58% of Optimist Retirement Group's portfolio in Q3 2026, its #44 holding.
  • Optimist Retirement Group first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 12 quarters since.
  • 688 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.