Plum Street Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
Other funds holding IWB
Plum Street Advisors's IWB Position: Q2 2026 in Review
Plum Street Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 20% in Q2 2026, selling an estimated $595K and leaving 6,043 shares worth $2.47M. The position accounts for 0.79% of the portfolio, ranked #29.
Plum Street Advisors first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.23M in Q3 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Plum Street Advisors held 6,043 shares of iShares Russell 1000 ETF worth $2.47M as of Q2 2026.
- Plum Street Advisors sold 1,501 iShares Russell 1000 ETF shares in Q2 2026, an estimated $595K.
- iShares Russell 1000 ETF made up 0.79% of Plum Street Advisors's portfolio in Q2 2026, its #29 holding.
- Plum Street Advisors first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
- Plum Street Advisors's iShares Russell 1000 ETF position peaked at $3.23M in Q3 2025.
- 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.