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 Q3	$273K	Sell	656 -22	-3%	-$9.14K	0.07%	146
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

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

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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

RFG - Bristol Wealth Advisors's IWB Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 3.2% in Q3 2026, selling an estimated $9.14K and leaving 656 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #146.

RFG - Bristol Wealth Advisors first reported a position in IWB in Q4 2024 and has held it in 8 quarters since. The position peaked at $464K in Q4 2024. 82 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

RFG - Bristol Wealth Advisors held 656 shares of iShares Russell 1000 ETF worth $273K as of Q3 2026.
RFG - Bristol Wealth Advisors sold 22 iShares Russell 1000 ETF shares in Q3 2026, an estimated $9.14K.
iShares Russell 1000 ETF made up 0.07% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #146 holding.
RFG - Bristol Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 8 quarters since.
RFG - Bristol Wealth Advisors's iShares Russell 1000 ETF position peaked at $464K in Q4 2024.
82 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.