Quantum Financial Advisors
IWB icon

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
Q3 		$208K Hold
500
– – 0.02% 250
2026
Q2 		$205K Buy
+500
New +$198K 0.02% 246

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Quantum Financial Advisors's IWB Position: Q3 2026 in Review

Quantum Financial Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 500 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #250.

Quantum Financial Advisors first reported a position in IWB in Q2 2026 and has held it in 2 quarters since. 1,095 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Quantum Financial Advisors held 500 shares of iShares Russell 1000 ETF worth $208K as of Q3 2026.
  • Quantum Financial Advisors left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 0.02% of Quantum Financial Advisors's portfolio in Q3 2026, its #250 holding.
  • Quantum Financial Advisors first reported a position in iShares Russell 1000 ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,095 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Quantum Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.