Personal CFO Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Personal CFO Solutions’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	$400K	Sell	976 -182	-16%	-$72.1K	0.06%	314
2026 Q1	$413K	Buy	1,158 +227	+24%	+$84.6K	0.06%	287
2025 Q4	$348K	Buy	+931	New	+$345K	0.06%	313
2025 Q3	–	Sell	-1,306	Closed	-$443K	–	508
2025 Q2	$443K	Buy	1,306 +531	+69%	+$167K	0.08%	244
2025 Q1	$238K	Buy	+775	New	+$251K	0.05%	382
2024 Q2	–	Sell	-729	Closed	-$210K	–	574
2024 Q1	$210K	Sell	729 -740	-50%	-$203K	0.03%	508
2023 Q4	$385K	Buy	1,469 +528	+56%	+$129K	0.07%	307
2023 Q3	$221K	Buy	+941	New	+$230K	0.04%	411
2023 Q1	–	Sell	-1,727	Closed	-$364K	–	492
2022 Q4	$364K	Buy	+1,727	New	+$366K	0.08%	251
2022 Q3	–	Sell	-2,499	Closed	-$519K	–	444
2022 Q2	$519K	Buy	+2,499	New	+$565K	0.12%	151
2022 Q1	–	Sell	-881	Closed	-$233K	–	495
2021 Q4	$233K	Buy	+881	New	+$227K	0.04%	400
2020 Q2	–	Sell	-7,598	Closed	-$1.07M	–	337
2020 Q1	$1.07M	Buy	+7,598	New	+$1.28M	0.39%	58

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

Personal CFO Solutions's IWB Position: Q2 2026 in Review

Personal CFO Solutions reduced its iShares Russell 1000 ETF (IWB) stake by 16% in Q2 2026, selling an estimated $72.1K and leaving 976 shares worth $400K. The position accounts for 0.06% of the portfolio, ranked #314.

Personal CFO Solutions first reported a position in IWB in Q1 2020 and has held it in 12 quarters since. The position peaked at $1.07M in Q1 2020. 1,549 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Personal CFO Solutions held 976 shares of iShares Russell 1000 ETF worth $400K as of Q2 2026.
Personal CFO Solutions sold 182 iShares Russell 1000 ETF shares in Q2 2026, an estimated $72.1K.
iShares Russell 1000 ETF made up 0.06% of Personal CFO Solutions's portfolio in Q2 2026, its #314 holding.
Personal CFO Solutions first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 12 quarters since.
Personal CFO Solutions's iShares Russell 1000 ETF position peaked at $1.07M in Q1 2020.
1,549 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.