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Retirement Wealth Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Retirement Wealth Solutions’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 		$931K Buy
2,274
+39
+2% +$15.5K 0.51% 36
2026
Q1 		$797K Buy
+2,235
New +$833K 0.5% 36

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
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
BP
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
EA
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

Retirement Wealth Solutions's IWB Position: Q2 2026 in Review

Retirement Wealth Solutions increased its iShares Russell 1000 ETF (IWB) stake by 1.7% in Q2 2026, buying an estimated $15.5K and bringing the position to 2,274 shares worth $931K. The position accounts for 0.51% of the portfolio, ranked #36.

Retirement Wealth Solutions first reported a position in IWB in Q1 2026 and has held it in 2 quarters since. 462 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Retirement Wealth Solutions held 2,274 shares of iShares Russell 1000 ETF worth $931K as of Q2 2026.
  • Retirement Wealth Solutions bought 39 iShares Russell 1000 ETF shares in Q2 2026, an estimated $15.5K.
  • iShares Russell 1000 ETF made up 0.51% of Retirement Wealth Solutions's portfolio in Q2 2026, its #36 holding.
  • Retirement Wealth Solutions first reported a position in iShares Russell 1000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 462 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.