Plante Moran Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $810K | Buy |
1,978
+90
| +5% | +$35.7K | 0.04% | 63 |
|
|
2026
Q1 | $673K | Buy |
1,888
+13
| +0.7% | +$4.84K | 0.04% | 70 |
|
|
2025
Q4 | $700K | Hold |
1,875
| – | – | 0.04% | 70 |
|
|
2025
Q3 | $685K | Hold |
1,875
| – | – | 0.04% | 62 |
|
|
2025
Q2 | $637K | Buy |
1,875
+386
| +26% | +$121K | 0.04% | 69 |
|
|
2025
Q1 | $457K | Hold |
1,489
| – | – | 0.04% | 86 |
|
|
2024
Q4 | $480K | Buy |
1,489
+32
| +2% | +$10.4K | 0.04% | 91 |
|
|
2024
Q3 | $458K | Sell |
1,457
-77
| -5% | -$23.3K | 0.04% | 89 |
|
|
2024
Q2 | $456K | Hold |
1,534
| – | – | 0.05% | 84 |
|
|
2024
Q1 | $442K | Hold |
1,534
| – | – | 0.05% | 90 |
|
|
2023
Q4 | $402K | Hold |
1,534
| – | – | 0.04% | 98 |
|
|
2023
Q3 | $360K | Sell |
1,534
-124
| -7% | -$30.4K | 0.04% | 99 |
|
|
2023
Q2 | $404K | Hold |
1,658
| – | – | 0.05% | 91 |
|
|
2023
Q1 | $373K | Sell |
1,658
-210
| -11% | -$46.2K | 0.05% | 93 |
|
|
2022
Q4 | $393K | Sell |
1,868
-1,894
| -50% | -$401K | 0.06% | 95 |
|
|
2022
Q3 | $742K | Buy |
3,762
+1,726
| +85% | +$379K | 0.13% | 57 |
|
|
2022
Q2 | $423K | Buy |
2,036
+857
| +73% | +$194K | 0.07% | 87 |
|
|
2022
Q1 | $295K | Sell |
1,179
-57
| -5% | -$14.1K | 0.06% | 124 |
|
|
2021
Q4 | $327K | Sell |
1,236
-252
| -17% | -$64.9K | 0.05% | 129 |
|
|
2021
Q3 | $360K | Buy |
1,488
+720
| +94% | +$179K | 0.08% | 125 |
|
|
2021
Q2 | $186K | Hold |
768
| – | – | 0.05% | 184 |
|
|
2021
Q1 | $172K | Sell |
768
-1,857
| -71% | -$407K | 0.05% | 189 |
|
|
2020
Q4 | $556K | Buy |
2,625
+86
| +3% | +$17.2K | 0.17% | 72 |
|
|
2020
Q3 | $475K | Buy |
2,539
+108
| +4% | +$19.9K | 0.17% | 74 |
|
|
2020
Q2 | $417K | Buy |
2,431
+101
| +4% | +$16.3K | 0.17% | 79 |
|
|
2020
Q1 | $330K | Hold |
2,330
| – | – | 0.15% | 86 |
|
|
2019
Q4 | $416K | Sell |
2,330
-23,916
| -91% | -$4.08M | 0.14% | 95 |
|
|
2019
Q3 | $4.32M | Buy |
26,246
+96
| +0.4% | +$15.8K | 1.26% | 10 |
|
|
2019
Q2 | $4.26M | Sell |
26,150
-545
| -2% | -$87.3K | 1.31% | 11 |
|
|
2019
Q1 | $4.2M | Sell |
26,695
-1,020
| -4% | -$154K | 1.3% | 11 |
|
|
2018
Q4 | $3.84M | Sell |
27,715
-4,700
| -14% | -$703K | 1.34% | 11 |
|
|
2018
Q3 | $5.24M | Sell |
32,415
-3,090
| -9% | -$490K | 1.7% | 12 |
|
|
2018
Q2 | $5.4M | Buy |
35,505
+20,834
| +142% | +$3.14M | 2.74% | 8 |
|
|
2018
Q1 | $2.15M | Sell |
14,671
-9,936
| -40% | -$1.51M | 1.17% | 14 |
|
|
2017
Q4 | $3.66M | Buy |
24,607
+374
| +2% | +$54.2K | 2.03% | 8 |
|
|
2017
Q3 | $3.39M | Buy |
24,233
+7,558
| +45% | +$1.04M | 2.02% | 8 |
|
|
2017
Q2 | $2.26M | Sell |
16,675
-399
| -2% | -$53.3K | 1.41% | 12 |
|
|
2017
Q1 | $2.24M | Sell |
17,074
-2,632
| -13% | -$341K | 1.35% | 11 |
|
|
2016
Q4 | $2.45M | Buy |
19,706
+4,842
| +33% | +$589K | 1.53% | 10 |
|
|
2016
Q3 | $1.79M | Buy |
14,864
+14,740
| +11,887% | +$1.77M | 1.21% | 14 |
|
|
2016
Q2 | $14K | Hold |
124
| – | – | 0.01% | 479 |
|
|
2016
Q1 | $14K | Sell |
124
-257
| -67% | -$27.8K | 0.01% | 434 |
|
|
2015
Q4 | $43K | Buy |
381
+257
| +207% | +$29.4K | 0.03% | 304 |
|
|
2015
Q3 | $13K | Hold |
124
| – | – | 0.01% | 446 |
|
|
2015
Q2 | $14K | Hold |
124
| – | – | 0.01% | 475 |
|
|
2015
Q1 | $14K | Hold |
124
| – | – | 0.01% | 462 |
|
|
2014
Q4 | $14K | Hold |
124
| – | – | 0.01% | 469 |
|
|
2014
Q3 | $14K | Hold |
124
| – | – | 0.01% | 471 |
|
|
2014
Q2 | $14K | Hold |
124
| – | – | 0.01% | 437 |
|
|
2014
Q1 | $13K | Buy |
+124
| New | +$12.8K | 0.01% | 311 |
|
Other funds holding IWB
Plante Moran Financial Advisors's IWB Position: Q2 2026 in Review
Plante Moran Financial Advisors increased its iShares Russell 1000 ETF (IWB) stake by 4.8% in Q2 2026, buying an estimated $35.7K and bringing the position to 1,978 shares worth $810K. The position accounts for 0.04% of the portfolio, ranked #63.
Plante Moran Financial Advisors first reported a position in IWB in Q1 2014 and has held it in 50 quarters since. The position peaked at $5.4M in Q2 2018. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Plante Moran Financial Advisors held 1,978 shares of iShares Russell 1000 ETF worth $810K as of Q2 2026.
- Plante Moran Financial Advisors bought 90 iShares Russell 1000 ETF shares in Q2 2026, an estimated $35.7K.
- iShares Russell 1000 ETF made up 0.04% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #63 holding.
- Plante Moran Financial Advisors first reported a position in iShares Russell 1000 ETF in Q1 2014 and has held it in 50 quarters since.
- Plante Moran Financial Advisors's iShares Russell 1000 ETF position peaked at $5.4M in Q2 2018.
- 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.