Paradigm Strategies in Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Paradigm Strategies in 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	$644K	Hold	1,572	–	–	0.39%	33
2026 Q1	$561K	Sell	1,572 -26	-2%	-$9.69K	0.38%	32
2025 Q4	$597K	Hold	1,598	–	–	0.39%	29
2025 Q3	$584K	Hold	1,598	–	–	0.37%	30
2025 Q2	$543K	Sell	1,598 -32	-2%	-$10K	0.36%	32
2025 Q1	$500K	Hold	1,630	–	–	0.34%	33
2024 Q4	$525K	Hold	1,630	–	–	0.35%	31
2024 Q3	$512K	Hold	1,630	–	–	0.32%	29
2024 Q2	$485K	Hold	1,630	–	–	0.3%	27
2024 Q1	$469K	Hold	1,630	–	–	0.29%	29
2023 Q4	$427K	Hold	1,630	–	–	0.28%	28
2023 Q3	$383K	Hold	1,630	–	–	0.24%	29
2023 Q2	$397K	Hold	1,630	–	–	0.27%	26
2023 Q1	$367K	Hold	1,630	–	–	0.29%	26
2022 Q4	$343K	Hold	1,630	–	–	0.31%	27
2022 Q3	$322K	Hold	1,630	–	–	0.29%	29
2022 Q2	$339K	Hold	1,630	–	–	0.37%	29
2022 Q1	$408K	Sell	1,630 -20	-1%	-$4.94K	0.43%	28
2021 Q4	$436K	Hold	1,650	–	–	0.44%	26
2021 Q3	$399K	Hold	1,650	–	–	0.38%	29
2021 Q2	$399K	Hold	1,650	–	–	0.36%	30
2021 Q1	$369K	Buy	+1,650	New	+$361K	0.36%	30

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

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

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

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IWB Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,572 shares worth $644K. The position accounts for 0.39% of the portfolio, ranked #33.

Paradigm Strategies in Wealth Management first reported a position in IWB in Q1 2021 and has held it in 22 quarters since. 568 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Paradigm Strategies in Wealth Management held 1,572 shares of iShares Russell 1000 ETF worth $644K as of Q2 2026.
Paradigm Strategies in Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.39% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #33 holding.
Paradigm Strategies in Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 22 quarters since.
568 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.