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 Q3	$494K	Hold	1,163	–	–	0.28%	36
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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Ridgeline Wealth's IWB Position: Q3 2026 in Review

Ridgeline Wealth held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 1,163 shares worth $494K. The position accounts for 0.28% of the portfolio, ranked #36.

Ridgeline Wealth first reported a position in IWB in Q4 2024 and has held it in 8 quarters since. The position peaked at $554K in Q3 2025. 523 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Ridgeline Wealth held 1,163 shares of iShares Russell 1000 ETF worth $494K as of Q3 2026.
Ridgeline Wealth left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
iShares Russell 1000 ETF made up 0.28% of Ridgeline Wealth's portfolio in Q3 2026, its #36 holding.
Ridgeline Wealth first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 8 quarters since.
Ridgeline Wealth's iShares Russell 1000 ETF position peaked at $554K in Q3 2025.
523 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.