Paul R. Ried Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Paul R. Ried Financial 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 Q2	$1.98M	Sell	4,832 -911	-16%	-$361K	0.86%	18
2026 Q1	$2.05M	Sell	5,743 -94	-2%	-$35K	0.95%	17
2025 Q4	$2.18M	Hold	5,837	–	–	1.03%	17
2025 Q3	$2.13M	Sell	5,837 -84	-1%	-$29.6K	1.08%	17
2025 Q2	$2.01M	Buy	5,921 +137	+2%	+$43K	1.22%	16
2025 Q1	$1.77M	Hold	5,784	–	–	1.24%	16
2024 Q4	$1.86M	Buy	+5,784	New	+$1.87M	1.31%	15

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 29.2% 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

Paul R. Ried Financial Group's IWB Position: Q2 2026 in Review

Paul R. Ried Financial Group reduced its iShares Russell 1000 ETF (IWB) stake by 16% in Q2 2026, selling an estimated $361K and leaving 4,832 shares worth $1.98M. The position accounts for 0.86% of the portfolio, ranked #18.

Paul R. Ried Financial Group first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.18M in Q4 2025. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Paul R. Ried Financial Group held 4,832 shares of iShares Russell 1000 ETF worth $1.98M as of Q2 2026.
Paul R. Ried Financial Group sold 911 iShares Russell 1000 ETF shares in Q2 2026, an estimated $361K.
iShares Russell 1000 ETF made up 0.86% of Paul R. Ried Financial Group's portfolio in Q2 2026, its #18 holding.
Paul R. Ried Financial Group first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
Paul R. Ried Financial Group's iShares Russell 1000 ETF position peaked at $2.18M in Q4 2025.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Paul R. Ried Financial Group's 13F filing for Q2 2026, filed 7 Jul 2026.