Riversedge Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Riversedge 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	$626K	Buy	+1,505	New	+$626K	0.08%	118

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

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

Riversedge Advisors's IWB Position: Q3 2026 in Review

Riversedge Advisors opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2026: 1,505 shares worth $626K. The stake represents 0.08% of the portfolio and ranks #118 among its holdings.

1,095 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Riversedge Advisors held 1,505 shares of iShares Russell 1000 ETF worth $626K as of Q3 2026.
iShares Russell 1000 ETF was a new Riversedge Advisors position in Q3 2026.
iShares Russell 1000 ETF made up 0.08% of Riversedge Advisors's portfolio in Q3 2026, its #118 holding.
1,095 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.