Raffa Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-22,675
| Closed | -$8.47M | – | 1523 |
|
|
2025
Q4 | $8.47M | Hold |
22,675
| – | – | 1.3% | 15 |
|
|
2025
Q3 | $8.29M | Sell |
22,675
-1,700
| -7% | -$599K | 1.49% | 12 |
|
|
2025
Q2 | $8.28M | Sell |
24,375
-1,200
| -5% | -$377K | 1.66% | 12 |
|
|
2025
Q1 | $7.84M | Hold |
25,575
| – | – | 1.79% | 11 |
|
|
2024
Q4 | $8.24M | Hold |
25,575
| – | – | 1.92% | 11 |
|
|
2024
Q3 | $8.04M | Hold |
25,575
| – | – | 1.94% | 10 |
|
|
2024
Q2 | $7.61M | Sell |
25,575
-1,675
| -6% | -$481K | 2.16% | 9 |
|
|
2024
Q1 | $7.85M | Sell |
27,250
-38,690
| -59% | -$10.6M | 2.34% | 7 |
|
|
2023
Q4 | $17.3M | Sell |
65,940
-6,238
| -9% | -$1.53M | 5.25% | 5 |
|
|
2023
Q3 | $17M | Hold |
72,178
| – | – | 5.77% | 5 |
|
|
2023
Q2 | $17.6M | Hold |
72,178
| – | – | 6% | 4 |
|
|
2023
Q1 | $16.3M | Hold |
72,178
| – | – | 5.92% | 4 |
|
|
2022
Q4 | $15.2M | Hold |
72,178
| – | – | 6.22% | 4 |
|
|
2022
Q3 | $14.2M | Hold |
72,178
| – | – | 6.31% | 4 |
|
|
2022
Q2 | $15M | Buy |
72,178
+36,089
| +100% | +$8.16M | 6.83% | 4 |
|
|
2022
Q1 | $9.02M | Sell |
36,089
-39,939
| -53% | -$9.86M | 3.36% | 5 |
|
|
2021
Q4 | $20.1M | Hold |
76,028
| – | – | 6.58% | 5 |
|
|
2021
Q3 | $18.4M | Hold |
76,028
| – | – | 6.37% | 5 |
|
|
2021
Q2 | $18.4M | Hold |
76,028
| – | – | 6.36% | 4 |
|
|
2021
Q1 | $17M | Hold |
76,028
| – | – | 5.99% | 4 |
|
|
2020
Q4 | $16.1M | Sell |
76,028
-3,850
| -5% | -$768K | 5.72% | 4 |
|
|
2020
Q3 | $14.9M | Hold |
79,878
| – | – | 5.61% | 4 |
|
|
2020
Q2 | $13.7M | Buy |
79,878
+39,939
| +100% | +$6.46M | 5.23% | 4 |
|
|
2020
Q1 | $5.65M | Hold |
39,939
| – | – | 2.1% | 6 |
|
|
2019
Q4 | $7.13M | Buy |
39,939
+845
| +2% | +$144K | 2.49% | 6 |
|
|
2019
Q3 | $6.43M | Buy |
+39,094
| New | +$6.42M | 2.3% | 5 |
|
|
2019
Q1 | – | Sell |
-39,316
| Closed | -$5.45M | – | 734 |
|
|
2018
Q4 | $5.45M | Buy |
+39,316
| New | +$5.88M | 2.08% | 7 |
|
|
2016
Q1 | – | Sell |
-350
| Closed | -$39.7K | – | 853 |
|
|
2015
Q4 | $39.7K | Hold |
350
| – | – | 0.02% | 102 |
|
|
2015
Q3 | $37.5K | Sell |
350
-113
| -24% | -$12.8K | 0.02% | 102 |
|
|
2015
Q2 | $53.7K | Sell |
463
-152
| -25% | -$17.9K | 0.03% | 84 |
|
|
2015
Q1 | $71.2K | Buy |
+615
| New | +$71K | 0.04% | 63 |
|
Other funds holding IWB
Raffa Wealth Management's IWB Position: Q1 2026 in Review
Raffa Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 22,675 shares — an estimated $8.47M sold.
Raffa Wealth Management first reported a position in IWB in Q1 2015 and held it in 31 quarters. The position peaked at $20.1M in Q4 2021. 1,475 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- Raffa Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
- Raffa Wealth Management sold 22,675 iShares Russell 1000 ETF shares in Q1 2026, an estimated $8.47M.
- Raffa Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2015 and held it in 31 quarters.
- Raffa Wealth Management's iShares Russell 1000 ETF position peaked at $20.1M in Q4 2021.
- 1,475 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on Raffa Wealth Management's 13F filing for Q1 2026, filed 27 Jul 2026.