15 Wealth Advisors LLC’s iShares Russell 1000 ETF IWB Stock Holding History

15 Wealth Advisors LLC’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	$1.19M	Buy	+2,861	New	+$1.19M	0.3%	41

Other funds holding IWB

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

15 Wealth Advisors LLC's IWB Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2026: 2,861 shares worth $1.19M. The stake represents 0.3% of the portfolio and ranks #41 among its holdings.

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

15 Wealth Advisors LLC held 2,861 shares of iShares Russell 1000 ETF worth $1.19M as of Q3 2026.
iShares Russell 1000 ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
iShares Russell 1000 ETF made up 0.3% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #41 holding.
196 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.