Rockwood Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Rockwood Wealth Management’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	$1.26M	Sell	3,071 -2	-0.1%	-$793	0.08%	45
2026 Q1	$1.1M	Sell	3,073 -447	-13%	-$167K	0.08%	47
2025 Q4	$1.31M	Sell	3,520 -233	-6%	-$86.3K	0.1%	43
2025 Q3	$1.37M	Hold	3,753	–	–	0.11%	41
2025 Q2	$1.27M	Sell	3,753 -400	-10%	-$126K	0.11%	39
2025 Q1	$1.27M	Sell	4,153 -187	-4%	-$60.5K	0.13%	35
2024 Q4	$1.4M	Hold	4,340	–	–	0.15%	32
2024 Q3	$1.36M	Sell	4,340 -119	-3%	-$36K	0.15%	33
2024 Q2	$1.33M	Sell	4,459 -187	-4%	-$53.7K	0.16%	32
2024 Q1	$1.34M	Hold	4,646	–	–	0.17%	28
2023 Q4	$1.22M	Hold	4,646	–	–	0.18%	30
2023 Q3	$1.09M	Hold	4,646	–	–	0.18%	26
2023 Q2	$1.13M	Hold	4,646	–	–	0.19%	28
2023 Q1	$1.05M	Hold	4,646	–	–	0.21%	26
2022 Q4	$978K	Buy	4,646 +106	+2%	+$22.4K	0.23%	27
2022 Q3	$896K	Hold	4,540	–	–	0.29%	25
2022 Q2	$943K	Sell	4,540 -203	-4%	-$45.9K	0.44%	18
2022 Q1	$1.19M	Hold	4,743	–	–	0.57%	13
2021 Q4	$1.25M	Buy	+4,743	New	+$1.22M	0.56%	15

Other funds holding IWB

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Rockwood Wealth Management's IWB Position: Q2 2026 in Review

Rockwood Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.07% in Q2 2026, selling an estimated $793 and leaving 3,071 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #45.

Rockwood Wealth Management first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.4M in Q4 2024. 746 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Rockwood Wealth Management held 3,071 shares of iShares Russell 1000 ETF worth $1.26M as of Q2 2026.
Rockwood Wealth Management sold 2 iShares Russell 1000 ETF shares in Q2 2026, an estimated $793.
iShares Russell 1000 ETF made up 0.08% of Rockwood Wealth Management's portfolio in Q2 2026, its #45 holding.
Rockwood Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
Rockwood Wealth Management's iShares Russell 1000 ETF position peaked at $1.4M in Q4 2024.
746 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.