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Robinswood Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Robinswood Financial’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 		$20.7K Hold
50
– – 0.01% 234
2026
Q1 		$18K Hold
50
– – 0.01% 235
2025
Q4 		$18.9K Sell
50
-92
-65% -$34.1K 0.01% 227
2025
Q3 		$52.1K Hold
142
– – 0.02% 134
2025
Q2 		$48.4K Hold
142
– – 0.02% 138
2025
Q1 		$43.6K Hold
142
– – 0.02% 133
2024
Q4 		$45.8K Hold
142
– – 0.02% 124
2024
Q3 		$44.6K Hold
142
– – 0.02% 133
2024
Q2 		$42.3K Buy
142
+50
+54% +$14.4K 0.02% 129
2024
Q1 		$26.4K Hold
92
– – 0.01% 123
2023
Q4 		$24.1K Hold
92
– – 0.01% 120
2023
Q3 		$21.6K Hold
92
– – 0.01% 122
2023
Q2 		$22.4K Buy
+92
New +$21.2K 0.01% 110

Other funds holding IWB

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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Robinswood Financial's IWB Position: Q2 2026 in Review

Robinswood Financial held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 50 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #234.

Robinswood Financial first reported a position in IWB in Q2 2023 and has held it in 13 quarters since. The position peaked at $52.1K in Q3 2025. 258 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Robinswood Financial held 50 shares of iShares Russell 1000 ETF worth $20.7K as of Q2 2026.
  • Robinswood Financial left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.01% of Robinswood Financial's portfolio in Q2 2026, its #234 holding.
  • Robinswood Financial first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 13 quarters since.
  • Robinswood Financial's iShares Russell 1000 ETF position peaked at $52.1K in Q3 2025.
  • 258 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.