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RTD Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

RTD Financial 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 		$38.3M Sell
93,430
-1,107
-1% -$439K 4.17% 6
2026
Q1 		$33.7M Sell
94,537
-1,275
-1% -$475K 4.14% 6
2025
Q4 		$35.8M Sell
95,812
-3,111
-3% -$1.15M 4.37% 5
2025
Q3 		$36.2M Sell
98,923
-3,360
-3% -$1.18M 4.35% 6
2025
Q2 		$34.7M Buy
102,283
+6,067
+6% +$1.9M 4.44% 6
2025
Q1 		$29.5M Sell
96,216
-4,489
-4% -$1.45M 3.97% 7
2024
Q4 		$32.4M Sell
100,705
-1,373
-1% -$445K 4.16% 7
2024
Q3 		$32.1M Sell
102,078
-725
-0.7% -$220K 4.06% 6
2024
Q2 		$30.6M Sell
102,803
-2,556
-2% -$734K 4.11% 7
2024
Q1 		$30.3M Sell
105,359
-1,412
-1% -$387K 4.08% 7
2023
Q4 		$28M Sell
106,771
-2,857
-3% -$700K 3.93% 7
2023
Q3 		$25.8M Sell
109,628
-1,879
-2% -$460K 3.93% 7
2023
Q2 		$27.2M Sell
111,507
-1,426
-1% -$328K 3.95% 7
2023
Q1 		$25.4M Sell
112,933
-107
-0.1% -$23.5K 3.93% 7
2022
Q4 		$23.8M Sell
113,040
-465
-0.4% -$98.4K 3.88% 6
2022
Q3 		$22.4M Sell
113,505
-3,650
-3% -$800K 4.12% 6
2022
Q2 		$24.3M Buy
117,155
+14,917
+15% +$3.37M 3.73% 6
2022
Q1 		$25.6M Buy
102,238
+931
+0.9% +$230K 3.45% 7
2021
Q4 		$26.8M Buy
+101,307
New +$26.1M 3.51% 8

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
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
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

RTD Financial Advisors's IWB Position: Q2 2026 in Review

RTD Financial Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 1.2% in Q2 2026, selling an estimated $439K and leaving 93,430 shares worth $38.3M. The position accounts for 4.17% of the portfolio, ranked #6.

RTD Financial Advisors first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. 746 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • RTD Financial Advisors held 93,430 shares of iShares Russell 1000 ETF worth $38.3M as of Q2 2026.
  • RTD Financial Advisors sold 1,107 iShares Russell 1000 ETF shares in Q2 2026, an estimated $439K.
  • iShares Russell 1000 ETF made up 4.17% of RTD Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • RTD Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 746 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.