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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 1,554 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.
1,554 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.