River Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

River 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	$2.6M	Sell	6,359 -39	-0.6%	-$15.5K	0.27%	72
2026 Q1	$2.28M	Hold	6,398	–	–	0.26%	74
2025 Q4	$2.39M	Hold	6,398	–	–	0.27%	74
2025 Q3	$2.34M	Buy	6,398 +379	+6%	+$133K	0.27%	76
2025 Q2	$2.04M	Hold	6,019	–	–	0.25%	80
2025 Q1	$1.85M	Hold	6,019	–	–	0.26%	79
2024 Q4	$1.94M	Buy	6,019 +39	+0.7%	+$12.6K	0.26%	82
2024 Q3	$1.88M	Hold	5,980	–	–	0.25%	89
2024 Q2	$1.78M	Hold	5,980	–	–	0.26%	87
2024 Q1	$1.72M	Sell	5,980 -126	-2%	-$34.5K	0.25%	89
2023 Q4	$1.6M	Hold	6,106	–	–	0.26%	88
2023 Q3	$1.43M	Buy	6,106 +126	+2%	+$30.8K	0.26%	89
2023 Q2	$1.46M	Hold	5,980	–	–	0.25%	97
2023 Q1	$1.35M	Hold	5,980	–	–	0.25%	99
2022 Q4	$1.26M	Sell	5,980 -160	-3%	-$33.9K	0.24%	97
2022 Q3	$1.21M	Hold	6,140	–	–	0.26%	91
2022 Q2	$1.28M	Hold	6,140	–	–	0.24%	98
2022 Q1	$1.53M	Hold	6,140	–	–	0.25%	91
2021 Q4	$1.62M	Hold	6,140	–	–	0.25%	90
2021 Q3	$1.48M	Hold	6,140	–	–	0.25%	93
2021 Q2	$1.49M	Hold	6,140	–	–	0.26%	91
2021 Q1	$1.37M	Sell	6,140 -45	-0.7%	-$9.85K	0.26%	91
2020 Q4	$1.31M	Hold	6,185	–	–	0.28%	86
2020 Q3	$1.16M	Hold	6,185	–	–	0.3%	88
2020 Q2	$1.06M	Buy	+6,185	New	+$1M	0.32%	85
2019 Q1	–	Sell	-205	Closed	-$28K	–	323
2018 Q4	$28K	Buy	+205	New	+$30.7K	0.01%	309

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 29.18% 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

River Wealth Advisors's IWB Position: Q2 2026 in Review

River Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.61% in Q2 2026, selling an estimated $15.5K and leaving 6,359 shares worth $2.6M. The position accounts for 0.27% of the portfolio, ranked #72.

River Wealth Advisors first reported a position in IWB in Q4 2018 and has held it in 26 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

River Wealth Advisors held 6,359 shares of iShares Russell 1000 ETF worth $2.6M as of Q2 2026.
River Wealth Advisors sold 39 iShares Russell 1000 ETF shares in Q2 2026, an estimated $15.5K.
iShares Russell 1000 ETF made up 0.27% of River Wealth Advisors's portfolio in Q2 2026, its #72 holding.
River Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 26 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.