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

Parisi Gray 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	$1.89M	Sell	4,621 -104	-2%	-$41.2K	0.39%	51
2026 Q1	$1.68M	Buy	4,725 +3	+0.1%	+$1.12K	0.4%	48
2025 Q4	$1.76M	Sell	4,722 -2	-0%	-$741	0.4%	45
2025 Q3	$1.73M	Sell	4,724 -304	-6%	-$107K	0.45%	42
2025 Q2	$1.71M	Sell	5,028 -4	-0.1%	-$1.26K	0.49%	42
2025 Q1	$1.54M	Sell	5,032 -44	-0.9%	-$14.2K	0.5%	41
2024 Q4	$1.64M	Sell	5,076 -84	-2%	-$27.2K	0.52%	39
2024 Q3	$1.62M	Buy	5,160 +8	+0.2%	+$2.42K	0.54%	39
2024 Q2	$1.53M	Sell	5,152 -3	-0.1%	-$861	0.55%	33
2024 Q1	$1.48M	Sell	5,155 -78	-1%	-$21.4K	0.56%	35
2023 Q4	$1.37M	Sell	5,233 -216	-4%	-$52.9K	0.56%	37
2023 Q3	$1.28M	Sell	5,449 -9,474	-63%	-$2.32M	0.58%	39
2023 Q2	$3.36M	Hold	14,923	–	–	1.54%	18
2023 Q1	$3.36M	Sell	14,923 -15,202	-50%	-$3.35M	2.09%	12
2022 Q4	$6.34M	Buy	30,125 +21,734	+259%	+$4.6M	3.12%	8
2022 Q3	$1.66M	Buy	8,391 +736	+10%	+$161K	1.26%	21
2022 Q2	$1.59M	Sell	7,655 -284	-4%	-$64.2K	0.83%	30
2022 Q1	$1.99M	Sell	7,939 -7,382	-48%	-$1.82M	0.8%	32
2021 Q4	$4.05M	Buy	15,321 +10,238	+201%	+$2.64M	1.51%	17
2021 Q3	$1.24M	Sell	5,083 -14	-0.3%	-$3.48K	0.51%	41
2021 Q2	$1.23M	Buy	5,097 +12	+0.2%	+$2.83K	0.45%	48
2021 Q1	$1.14M	Buy	5,085 +15	+0.3%	+$3.28K	0.48%	48
2020 Q4	$1.07M	Buy	5,070 +86	+2%	+$17.2K	0.48%	49
2020 Q3	$933K	Buy	4,984 +22	+0.4%	+$4.06K	0.48%	48
2020 Q2	$852K	Buy	4,962 +14	+0.3%	+$2.27K	0.49%	46
2020 Q1	$700K	Buy	4,948 +1,611	+48%	+$272K	0.5%	47
2019 Q4	$595K	Buy	3,337 +36	+1%	+$6.14K	0.34%	64
2019 Q3	$543K	Buy	3,301 +7	+0.2%	+$1.15K	0.36%	65
2019 Q2	$536K	Buy	3,294 +8	+0.2%	+$1.28K	0.36%	60
2019 Q1	$517K	Buy	3,286 +6	+0.2%	+$907	0.33%	60
2018 Q4	$450K	Buy	3,280 +16	+0.5%	+$2.39K	0.31%	65
2018 Q3	$528K	Buy	3,264 +734	+29%	+$117K	0.33%	71
2018 Q2	$389K	Buy	2,530 +783	+45%	+$118K	0.26%	83
2018 Q1	$254K	Sell	1,747 -450	-20%	-$68.4K	0.19%	92
2017 Q4	$329K	Buy	+2,197	New	+$318K	0.25%	85

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Parisi Gray Wealth Management's IWB Position: Q2 2026 in Review

Parisi Gray Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 2.2% in Q2 2026, selling an estimated $41.2K and leaving 4,621 shares worth $1.89M. The position accounts for 0.39% of the portfolio, ranked #51.

Parisi Gray Wealth Management first reported a position in IWB in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.34M in Q4 2022. 431 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Parisi Gray Wealth Management held 4,621 shares of iShares Russell 1000 ETF worth $1.89M as of Q2 2026.
Parisi Gray Wealth Management sold 104 iShares Russell 1000 ETF shares in Q2 2026, an estimated $41.2K.
iShares Russell 1000 ETF made up 0.39% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #51 holding.
Parisi Gray Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 35 quarters since.
Parisi Gray Wealth Management's iShares Russell 1000 ETF position peaked at $6.34M in Q4 2022.
431 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.