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Retirement Planning Group (Kansas)’s iShares Russell 1000 ETF IWB Stock Holding History

Retirement Planning Group (Kansas)’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 		$2.75M Sell
6,712
-2,327
-26% -$922K 0.07% 118
2026
Q1 		$3.22M Buy
9,039
+5,892
+187% +$2.2M 0.1% 94
2025
Q4 		$1.18M Hold
3,147
– – 0.04% 171
2025
Q3 		$1.15M Buy
3,147
+117
+4% +$41.2K 0.04% 167
2025
Q2 		$1.03M Hold
3,030
– – 0.04% 144
2025
Q1 		$929K Hold
3,030
– – 0.04% 139
2024
Q4 		$976K Hold
3,030
– – 0.05% 127
2024
Q3 		$953K Buy
3,030
+56
+2% +$17K 0.05% 125
2024
Q2 		$885K Sell
2,974
-178
-6% -$51.1K 0.06% 112
2024
Q1 		$908K Buy
3,152
+27
+0.9% +$7.4K 0.07% 109
2023
Q4 		$820K Sell
3,125
-95
-3% -$23.3K 0.07% 94
2023
Q3 		$756K Hold
3,220
– – 0.08% 71
2023
Q2 		$785K Buy
3,220
+85
+3% +$19.6K 0.08% 74
2023
Q1 		$706K Buy
3,135
+234
+8% +$51.5K 0.08% 70
2022
Q4 		$611K Sell
2,901
-55
-2% -$11.6K 0.07% 78
2022
Q3 		$583K Sell
2,956
-58
-2% -$12.7K 0.07% 74
2022
Q2 		$626K Sell
3,014
-340
-10% -$76.8K 0.08% 65
2022
Q1 		$839K Hold
3,354
– – 0.09% 54
2021
Q4 		$887K Sell
3,354
-376
-10% -$96.8K 0.09% 46
2021
Q3 		$902K Hold
3,730
– – 0.1% 39
2021
Q2 		$903K Hold
3,730
– – 0.1% 45
2021
Q1 		$835K Sell
3,730
-210
-5% -$46K 0.12% 33
2020
Q4 		$835K Sell
3,940
-12
-0.3% -$2.4K 0.12% 34
2020
Q3 		$740K Buy
3,952
+584
+17% +$108K 0.12% 36
2020
Q2 		$578K Sell
3,368
-233
-6% -$37.7K 0.11% 39
2020
Q1 		$510K Buy
3,601
+2
+0.1% +$338 0.12% 35
2019
Q4 		$642K Sell
3,599
-3
-0.1% -$512 0.13% 40
2019
Q3 		$593K Sell
3,602
-344
-9% -$56.5K 0.13% 37
2019
Q2 		$642K Sell
3,946
-7
-0.2% -$1.12K 0.15% 35
2019
Q1 		$622K Sell
3,953
-103
-3% -$15.6K 0.15% 37
2018
Q4 		$563K Sell
4,056
-68
-2% -$10.2K 0.15% 37
2018
Q3 		$667K Sell
4,124
-25
-0.6% -$3.97K 0.17% 30
2018
Q2 		$631K Sell
4,149
-123
-3% -$18.5K 0.17% 30
2018
Q1 		$627K Sell
4,272
-870
-17% -$132K 0.17% 28
2017
Q4 		$764K Sell
5,142
-306
-6% -$44.3K 0.21% 26
2017
Q3 		$762K Buy
5,448
+35
+0.6% +$4.8K 0.22% 27
2017
Q2 		$732K Sell
5,413
-316
-6% -$42.2K 0.22% 28
2017
Q1 		$752K Sell
5,729
-404
-7% -$52.3K 0.23% 29
2016
Q4 		$763K Buy
6,133
+43
+0.7% +$5.23K 0.24% 28
2016
Q3 		$734K Sell
6,090
-2,843
-32% -$342K 0.24% 28
2016
Q2 		$1.04M Buy
8,933
+5
+0.1% +$577 0.35% 27
2016
Q1 		$1.02M Sell
8,928
-153
-2% -$16.5K 0.36% 28
2015
Q4 		$1.03M Buy
9,081
+145
+2% +$16.6K 0.38% 29
2015
Q3 		$957K Sell
8,936
-222
-2% -$25.2K 0.42% 30
2015
Q2 		$1.06M Sell
9,158
-255
-3% -$30.1K 0.43% 32
2015
Q1 		$1.09M Sell
9,413
-798
-8% -$92.2K 0.43% 36
2014
Q4 		$1.17M Sell
10,211
-409
-4% -$45.9K 0.36% 38
2014
Q3 		$1.17M Sell
10,620
-120
-1% -$13.3K 0.36% 33
2014
Q2 		$1.18M Sell
10,740
-67
-0.6% -$7.13K 0.36% 34
2014
Q1 		$1.13M Sell
10,807
-460
-4% -$47.3K 0.37% 36
2013
Q4 		$1.16M Sell
11,267
-2,085
-16% -$206K 0.41% 35
2013
Q3 		$1.26M Sell
13,352
-885
-6% -$82.7K 0.46% 37
2013
Q2 		$1.28M Buy
+14,237
New +$1.27M 0.53% 37

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Retirement Planning Group (Kansas)'s IWB Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares Russell 1000 ETF (IWB) stake by 26% in Q2 2026, selling an estimated $922K and leaving 6,712 shares worth $2.75M. The position accounts for 0.07% of the portfolio, ranked #118.

Retirement Planning Group (Kansas) first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.22M in Q1 2026. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Retirement Planning Group (Kansas) held 6,712 shares of iShares Russell 1000 ETF worth $2.75M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 2,327 iShares Russell 1000 ETF shares in Q2 2026, an estimated $922K.
  • iShares Russell 1000 ETF made up 0.07% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #118 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Retirement Planning Group (Kansas)'s iShares Russell 1000 ETF position peaked at $3.22M in Q1 2026.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.