Red Door Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Red Door Wealth Management’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	$800K	Buy	1,953 +806	+70%	+$319K	0.07%	134
2026 Q1	$409K	Hold	1,147	–	–	0.04%	195
2025 Q4	$428K	Hold	1,147	–	–	0.04%	178
2025 Q3	$419K	Sell	1,147 -2,563	-69%	-$903K	0.04%	181
2025 Q2	$1.26M	Buy	+3,710	New	+$1.16M	0.15%	93
2023 Q3	–	Sell	-2,656	Closed	-$647K	–	202
2023 Q2	$647K	Buy	+2,656	New	+$612K	0.14%	114
2023 Q1	–	Sell	-6,096	Closed	-$1.28M	–	146
2022 Q4	$1.28M	Buy	6,096 +4,950	+432%	+$1.05M	0.42%	62
2022 Q3	$226K	Hold	1,146	–	–	0.09%	122
2022 Q2	$238K	Hold	1,146	–	–	0.09%	126
2022 Q1	$286K	Buy	+1,146	New	+$283K	0.1%	115

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

Red Door Wealth Management's IWB Position: Q2 2026 in Review

Red Door Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 70% in Q2 2026, buying an estimated $319K and bringing the position to 1,953 shares worth $800K. The position accounts for 0.07% of the portfolio, ranked #134.

Red Door Wealth Management first reported a position in IWB in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.28M in Q4 2022. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Red Door Wealth Management held 1,953 shares of iShares Russell 1000 ETF worth $800K as of Q2 2026.
Red Door Wealth Management bought 806 iShares Russell 1000 ETF shares in Q2 2026, an estimated $319K.
iShares Russell 1000 ETF made up 0.07% of Red Door Wealth Management's portfolio in Q2 2026, its #134 holding.
Red Door Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 10 quarters since.
Red Door Wealth Management's iShares Russell 1000 ETF position peaked at $1.28M in Q4 2022.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.