RW
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Ridgeline Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Ridgeline Wealth’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 		$476K Hold
1,163
– – 0.28% 39
2026
Q1 		$415K Sell
1,163
-4
-0.3% -$1.49K 0.3% 33
2025
Q4 		$436K Sell
1,167
-348
-23% -$129K 0.3% 35
2025
Q3 		$554K Sell
1,515
-1
-0.1% -$352 0.41% 29
2025
Q2 		$515K Sell
1,516
-41
-3% -$12.9K 0.42% 29
2025
Q1 		$478K Sell
1,557
-4
-0.3% -$1.29K 0.41% 31
2024
Q4 		$503K Buy
+1,561
New +$506K 0.41% 34

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

Ridgeline Wealth's IWB Position: Q2 2026 in Review

Ridgeline Wealth held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,163 shares worth $476K. The position accounts for 0.28% of the portfolio, ranked #39.

Ridgeline Wealth first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $554K in Q3 2025. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Ridgeline Wealth held 1,163 shares of iShares Russell 1000 ETF worth $476K as of Q2 2026.
  • Ridgeline Wealth left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.28% of Ridgeline Wealth's portfolio in Q2 2026, its #39 holding.
  • Ridgeline Wealth first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Ridgeline Wealth's iShares Russell 1000 ETF position peaked at $554K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.