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

Roxbury 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	$144K	Buy	353 +12	+4%	+$4.76K	0.11%	123
2026 Q1	$121K	Hold	341	–	–	0.11%	126
2025 Q4	$127K	Hold	341	–	–	0.11%	118
2025 Q3	$124K	Sell	341 -13	-4%	-$4.58K	0.11%	116
2025 Q2	$120K	Hold	354	–	–	0.12%	114
2025 Q1	$116K	Buy	354 +215	+155%	+$69.5K	0.11%	114
2024 Q4	$46.3K	Buy	+139	New	+$45K	0.04%	167

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Roxbury Financial's IWB Position: Q2 2026 in Review

Roxbury Financial increased its iShares Russell 1000 ETF (IWB) stake by 3.5% in Q2 2026, buying an estimated $4.76K and bringing the position to 353 shares worth $144K. The position accounts for 0.11% of the portfolio, ranked #123.

Roxbury Financial first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. 441 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Roxbury Financial held 353 shares of iShares Russell 1000 ETF worth $144K as of Q2 2026.
Roxbury Financial bought 12 iShares Russell 1000 ETF shares in Q2 2026, an estimated $4.76K.
iShares Russell 1000 ETF made up 0.11% of Roxbury Financial's portfolio in Q2 2026, its #123 holding.
Roxbury Financial first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
441 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.