Planning Strategies’s iShares Russell 1000 ETF IWB Stock Holding History

Planning Strategies’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 Q3	$30.4K	Buy	+73	New	+$30.3K	0.02%	200

Other funds holding IWB

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Planning Strategies's IWB Position: Q3 2026 in Review

Planning Strategies opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2026: 73 shares worth $30.4K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings.

11 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Planning Strategies held 73 shares of iShares Russell 1000 ETF worth $30.4K as of Q3 2026.
iShares Russell 1000 ETF was a new Planning Strategies position in Q3 2026.
iShares Russell 1000 ETF made up 0.02% of Planning Strategies's portfolio in Q3 2026, its #200 holding.
11 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.