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Polaris Financial Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Polaris Financial Partners’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 		$309K Buy
+748
New +$311K 0.14% 64

Other funds holding IWB

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Polaris Financial Partners's IWB Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2026: 748 shares worth $309K. The stake represents 0.14% of the portfolio and ranks #64 among its holdings.

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

  • Polaris Financial Partners held 748 shares of iShares Russell 1000 ETF worth $309K as of Q3 2026.
  • iShares Russell 1000 ETF was a new Polaris Financial Partners position in Q3 2026.
  • iShares Russell 1000 ETF made up 0.14% of Polaris Financial Partners's portfolio in Q3 2026, its #64 holding.
  • 11 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.