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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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. 278 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.
278 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.