Quantum Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Quantum Financial Advisors’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	$205K	Buy	+500	New	+$198K	0.02%	246

Other funds holding IWB

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

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Quantum Financial Advisors's IWB Position: Q2 2026 in Review

Quantum Financial Advisors opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 500 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #246 among its holdings.

278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Quantum Financial Advisors held 500 shares of iShares Russell 1000 ETF worth $205K as of Q2 2026.
iShares Russell 1000 ETF was a new Quantum Financial Advisors position in Q2 2026.
iShares Russell 1000 ETF made up 0.02% of Quantum Financial Advisors's portfolio in Q2 2026, its #246 holding.
278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.