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PlanWiser Financial’s iShares Russell 1000 ETF IWB Stock Holding History

PlanWiser Financial’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 		$804K Sell
1,964
-149
-7% -$59.1K 0.56% 37
2026
Q1 		$810K Sell
2,113
-40
-2% -$14.9K 0.59% 33
2025
Q4 		$810K Buy
2,153
+16
+0.7% +$5.93K 0.61% 34
2025
Q3 		$799K Sell
2,137
-16
-0.7% -$5.64K 0.63% 35
2025
Q2 		$754K Sell
2,153
-199
-8% -$62.5K 0.64% 32
2025
Q1 		$725K Buy
+2,352
New +$761K 0.66% 34

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PlanWiser Financial's IWB Position: Q2 2026 in Review

PlanWiser Financial reduced its iShares Russell 1000 ETF (IWB) stake by 7.1% in Q2 2026, selling an estimated $59.1K and leaving 1,964 shares worth $804K. The position accounts for 0.56% of the portfolio, ranked #37.

PlanWiser Financial first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. The position peaked at $810K in Q1 2026. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • PlanWiser Financial held 1,964 shares of iShares Russell 1000 ETF worth $804K as of Q2 2026.
  • PlanWiser Financial sold 149 iShares Russell 1000 ETF shares in Q2 2026, an estimated $59.1K.
  • iShares Russell 1000 ETF made up 0.56% of PlanWiser Financial's portfolio in Q2 2026, its #37 holding.
  • PlanWiser Financial first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
  • PlanWiser Financial's iShares Russell 1000 ETF position peaked at $810K in Q1 2026.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.