Ruggaard & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Ruggaard & Associates’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	$560K	Hold	1,368	–	–	0.2%	69
2026 Q1	$488K	Sell	1,368 -35	-2%	-$13K	0.19%	67
2025 Q4	$524K	Hold	1,403	–	–	0.21%	66
2025 Q3	$513K	Sell	1,403 -1	-0.1%	-$352	0.19%	65
2025 Q2	$477K	Sell	1,404 -151	-10%	-$47.4K	0.19%	65
2025 Q1	$477K	Hold	1,555	–	–	0.21%	64
2024 Q4	$501K	Hold	1,555	–	–	0.22%	61
2024 Q3	$489K	Hold	1,555	–	–	0.21%	68
2024 Q2	$463K	Hold	1,555	–	–	0.21%	66
2024 Q1	$448K	Sell	1,555 -400	-20%	-$110K	0.21%	64
2023 Q4	$513K	Hold	1,955	–	–	0.27%	55
2023 Q3	$459K	Sell	1,955 -671	-26%	-$164K	0.27%	60
2023 Q2	$640K	Sell	2,626 -658	-20%	-$152K	0.37%	35
2023 Q1	$740K	Buy	+3,284	New	+$723K	0.46%	24

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 29.2% 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

Ruggaard & Associates's IWB Position: Q2 2026 in Review

Ruggaard & Associates held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,368 shares worth $560K. The position accounts for 0.2% of the portfolio, ranked #69.

Ruggaard & Associates first reported a position in IWB in Q1 2023 and has held it in 14 quarters since. The position peaked at $740K in Q1 2023. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Ruggaard & Associates held 1,368 shares of iShares Russell 1000 ETF worth $560K as of Q2 2026.
Ruggaard & Associates left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.2% of Ruggaard & Associates's portfolio in Q2 2026, its #69 holding.
Ruggaard & Associates first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 14 quarters since.
Ruggaard & Associates's iShares Russell 1000 ETF position peaked at $740K in Q1 2023.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.