RFG - Bristol Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

RFG - Bristol Wealth Advisors’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	$278K	Buy	678 +1	+0.1%	+$396	0.07%	155
2026 Q1	$241K	Buy	677 +1	+0.1%	+$373	0.07%	160
2025 Q4	$252K	Buy	676 +1	+0.1%	+$370	0.07%	157
2025 Q3	$247K	Sell	675 -228	-25%	-$80.3K	0.07%	163
2025 Q2	$307K	Sell	903 -88	-9%	-$27.6K	0.1%	144
2025 Q1	$304K	Sell	991 -449	-31%	-$145K	0.1%	136
2024 Q4	$464K	Buy	+1,440	New	+$466K	0.15%	103

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 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

RFG - Bristol Wealth Advisors's IWB Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.15% in Q2 2026, buying an estimated $396 and bringing the position to 678 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #155.

RFG - Bristol Wealth Advisors first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $464K in Q4 2024. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

RFG - Bristol Wealth Advisors held 678 shares of iShares Russell 1000 ETF worth $278K as of Q2 2026.
RFG - Bristol Wealth Advisors bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
iShares Russell 1000 ETF made up 0.07% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #155 holding.
RFG - Bristol Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
RFG - Bristol Wealth Advisors's iShares Russell 1000 ETF position peaked at $464K in Q4 2024.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.