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Prospera Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Prospera Financial Services’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 		$6.31M Buy
15,403
+700
+5% +$277K 0.09% 236
2026
Q1 		$5.25M Buy
14,703
+345
+2% +$129K 0.08% 249
2025
Q4 		$5.37M Sell
14,358
-87
-0.6% -$32.2K 0.09% 232
2025
Q3 		$5.28M Buy
14,445
+1,143
+9% +$403K 0.09% 240
2025
Q2 		$4.52M Buy
13,302
+298
+2% +$93.5K 0.08% 244
2025
Q1 		$3.99M Buy
13,004
+24
+0.2% +$7.76K 0.09% 235
2024
Q4 		$4.19M Sell
12,980
-1,858
-13% -$602K 0.1% 225
2024
Q3 		$4.67M Buy
14,838
+665
+5% +$201K 0.12% 188
2024
Q2 		$4.22M Sell
14,173
-1,099
-7% -$316K 0.12% 192
2024
Q1 		$4.4M Buy
15,272
+1,842
+14% +$505K 0.13% 168
2023
Q4 		$3.52M Buy
13,430
+9,560
+247% +$2.34M 0.12% 201
2023
Q3 		$909K Buy
3,870
+201
+5% +$49.2K 0.04% 437
2023
Q2 		$894K Sell
3,669
-256
-7% -$59K 0.03% 448
2023
Q1 		$884K Sell
3,925
-107
-3% -$23.5K 0.04% 463
2022
Q4 		$849K Sell
4,032
-759
-16% -$161K 0.04% 401
2022
Q3 		$946K Buy
4,791
+821
+21% +$180K 0.05% 380
2022
Q2 		$825K Sell
3,970
-195
-5% -$44.1K 0.04% 408
2022
Q1 		$1.04M Sell
4,165
-471
-10% -$116K 0.04% 414
2021
Q4 		$1.23M Sell
4,636
-44
-0.9% -$11.3K 0.05% 360
2021
Q3 		$1.13M Sell
4,680
-317
-6% -$78.8K 0.06% 336
2021
Q2 		$1.21M Buy
4,997
+26
+0.5% +$6.13K 0.06% 341
2021
Q1 		$1.11M Buy
4,971
+2,001
+67% +$438K 0.07% 320
2020
Q4 		$630K Buy
2,970
+1,199
+68% +$239K 0.04% 377
2020
Q3 		$331K Buy
1,771
+481
+37% +$88.8K 0.13% 143
2020
Q2 		$222K Buy
+1,290
New +$209K 0.02% 519
2020
Q1 		– Sell
-1,787
Closed -$319K – 575
2019
Q4 		$319K Buy
1,787
+264
+17% +$45.1K 0.02% 469
2019
Q3 		$251K Buy
+1,523
New +$250K 0.03% 470

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Prospera Financial Services's IWB Position: Q2 2026 in Review

Prospera Financial Services increased its iShares Russell 1000 ETF (IWB) stake by 4.8% in Q2 2026, buying an estimated $277K and bringing the position to 15,403 shares worth $6.31M. The position accounts for 0.09% of the portfolio, ranked #236.

Prospera Financial Services first reported a position in IWB in Q3 2019 and has held it in 27 quarters since. 471 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Prospera Financial Services held 15,403 shares of iShares Russell 1000 ETF worth $6.31M as of Q2 2026.
  • Prospera Financial Services bought 700 iShares Russell 1000 ETF shares in Q2 2026, an estimated $277K.
  • iShares Russell 1000 ETF made up 0.09% of Prospera Financial Services's portfolio in Q2 2026, its #236 holding.
  • Prospera Financial Services first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 27 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.