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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Retirement Planning Group (Kansas)'s IWB Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its iShares Russell 1000 ETF (IWB) stake by 187% in Q1 2026, buying an estimated $2.2M and bringing the position to 9,039 shares worth $3.22M. The position accounts for 0.1% of the portfolio, ranked #94.

Retirement Planning Group (Kansas) first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Retirement Planning Group (Kansas) held 9,039 shares of iShares Russell 1000 ETF worth $3.22M as of Q1 2026.
Retirement Planning Group (Kansas) bought 5,892 iShares Russell 1000 ETF shares in Q1 2026, an estimated $2.2M.
iShares Russell 1000 ETF made up 0.1% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #94 holding.
Retirement Planning Group (Kansas) first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.