Orgel Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Orgel 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	$385K	Hold	940	–	–	0.01%	94
2026 Q1	$335K	Buy	940 +17	+2%	+$6.33K	0.01%	79
2025 Q4	$345K	Sell	923 -1,984	-68%	-$735K	0.01%	76
2025 Q3	$1.06M	Hold	2,907	–	–	0.02%	49
2025 Q2	$987K	Hold	2,907	–	–	0.02%	50
2025 Q1	$892K	Buy	2,907 +864	+42%	+$279K	0.02%	48
2024 Q4	$658K	Hold	2,043	–	–	0.02%	54
2024 Q3	$642K	Hold	2,043	–	–	0.02%	54
2024 Q2	$608K	Hold	2,043	–	–	0.02%	53
2024 Q1	$588K	Hold	2,043	–	–	0.02%	52
2023 Q4	$536K	Hold	2,043	–	–	0.02%	54
2023 Q3	$480K	Hold	2,043	–	–	0.02%	55
2023 Q2	$498K	Hold	2,043	–	–	0.02%	55
2023 Q1	$460K	Hold	2,043	–	–	0.02%	53
2022 Q4	$430K	Buy	+2,043	New	+$432K	0.02%	53

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

Orgel Wealth Management's IWB Position: Q2 2026 in Review

Orgel Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 940 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #94.

Orgel Wealth Management first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q3 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Orgel Wealth Management held 940 shares of iShares Russell 1000 ETF worth $385K as of Q2 2026.
Orgel Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #94 holding.
Orgel Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
Orgel Wealth Management's iShares Russell 1000 ETF position peaked at $1.06M in Q3 2025.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.