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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
Q3 		$958K Buy
2,302
+28
+1% +$11.6K 0.51% 38
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

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Retirement Wealth Solutions's IWB Position: Q3 2026 in Review

Retirement Wealth Solutions increased its iShares Russell 1000 ETF (IWB) stake by 1.2% in Q3 2026, buying an estimated $11.6K and bringing the position to 2,302 shares worth $958K. The position accounts for 0.51% of the portfolio, ranked #38.

Retirement Wealth Solutions first reported a position in IWB in Q1 2026 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Retirement Wealth Solutions held 2,302 shares of iShares Russell 1000 ETF worth $958K as of Q3 2026.
  • Retirement Wealth Solutions bought 28 iShares Russell 1000 ETF shares in Q3 2026, an estimated $11.6K.
  • iShares Russell 1000 ETF made up 0.51% of Retirement Wealth Solutions's portfolio in Q3 2026, its #38 holding.
  • Retirement Wealth Solutions first reported a position in iShares Russell 1000 ETF in Q1 2026 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.