Range Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Range Financial Group’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	$399K	Hold	974	–	–	0.11%	163
2026 Q1	$347K	Hold	974	–	–	0.12%	161
2025 Q4	$364K	Hold	974	–	–	0.13%	160
2025 Q3	$356K	Hold	974	–	–	0.13%	161
2025 Q2	$331K	Hold	974	–	–	0.13%	159
2025 Q1	$299K	Hold	974	–	–	0.13%	148
2024 Q4	$314K	Buy	+974	New	+$316K	0.14%	143
2024 Q3	–	Sell	-974	Closed	-$290K	–	126
2024 Q2	$290K	Hold	974	–	–	0.15%	144
2024 Q1	$281K	Hold	974	–	–	0.15%	146
2023 Q4	$255K	Hold	974	–	–	0.15%	141
2023 Q3	$229K	Hold	974	–	–	0.15%	143
2023 Q2	$237K	Hold	974	–	–	0.15%	143
2023 Q1	$219K	Hold	974	–	–	0.14%	144
2022 Q4	$205K	Buy	+974	New	+$206K	0.14%	160
2022 Q3	–	Sell	-974	Closed	-$202K	–	156
2022 Q2	$202K	Hold	974	–	–	0.15%	143
2022 Q1	$244K	Hold	974	–	–	0.16%	154
2021 Q4	$258K	Hold	974	–	–	0.17%	145
2021 Q3	$235K	Hold	974	–	–	0.17%	147
2021 Q2	$236K	Hold	974	–	–	0.17%	142
2021 Q1	$218K	Buy	+974	New	+$213K	0.2%	124

Other funds holding IWB

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 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

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

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

FMP

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

Range Financial Group's IWB Position: Q2 2026 in Review

Range Financial Group held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 974 shares worth $399K. The position accounts for 0.11% of the portfolio, ranked #163.

Range Financial Group first reported a position in IWB in Q1 2021 and has held it in 20 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Range Financial Group held 974 shares of iShares Russell 1000 ETF worth $399K as of Q2 2026.
Range Financial Group left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.11% of Range Financial Group's portfolio in Q2 2026, its #163 holding.
Range Financial Group first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 20 quarters since.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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