Redwood Wealth Management Group’s iShares Russell 1000 ETF IWB Stock Holding History

Redwood Wealth Management 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	–	Sell	-930	Closed	-$332K	–	57
2026 Q1	$332K	Sell	930 -36	-4%	-$13.4K	0.14%	123
2025 Q4	$361K	Sell	966 -197	-17%	-$73K	0.15%	119
2025 Q3	$425K	Sell	1,163 -20	-2%	-$7.04K	0.18%	110
2025 Q2	$402K	Hold	1,183	–	–	0.18%	114
2025 Q1	$363K	Sell	1,183 -60	-5%	-$19.4K	0.18%	110
2024 Q4	$400K	Sell	1,243 -12	-1%	-$3.89K	0.2%	108
2024 Q3	$395K	Sell	1,255 -81	-6%	-$24.5K	0.2%	108
2024 Q2	$398K	Sell	1,336 -29	-2%	-$8.33K	0.3%	77
2024 Q1	$393K	Sell	1,365 -249	-15%	-$68.2K	0.42%	73
2023 Q4	$423K	Sell	1,614 -236	-13%	-$57.8K	0.47%	66
2023 Q3	$435K	Sell	1,850 -26	-1%	-$6.37K	0.51%	62
2023 Q2	$457K	Sell	1,876 -38	-2%	-$8.75K	0.51%	60
2023 Q1	$431K	Sell	1,914 -44	-2%	-$9.68K	0.49%	61
2022 Q4	$412K	Buy	+1,958	New	+$414K	0.51%	56

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Redwood Wealth Management Group's IWB Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 930 shares — an estimated $332K sold.

Redwood Wealth Management Group first reported a position in IWB in Q4 2022 and held it in 14 quarters. The position peaked at $457K in Q2 2023. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Redwood Wealth Management Group reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 930 iShares Russell 1000 ETF shares in Q2 2026, an estimated $332K.
Redwood Wealth Management Group first reported a position in iShares Russell 1000 ETF in Q4 2022 and held it in 14 quarters.
Redwood Wealth Management Group's iShares Russell 1000 ETF position peaked at $457K in Q2 2023.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.