RVW Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

RVW Wealth’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 Q3	$231K	Hold	555	–	–	0.01%	175
2026 Q2	$227K	Buy	+555	New	+$220K	0.02%	170
2026 Q1	–	Sell	-555	Closed	-$207K	–	182
2025 Q4	$207K	Buy	555 +2	+0.4%	+$741	0.02%	171
2025 Q3	$202K	Buy	+553	New	+$195K	0.02%	174
2023 Q4	–	Sell	-484	Closed	-$114K	–	248
2023 Q3	$114K	Buy	+484	New	+$118K	0.01%	171
2020 Q2	–	Sell	-1,854	Closed	-$262K	–	102
2020 Q1	$262K	Buy	1,854 +326	+21%	+$55.1K	0.06%	83
2019 Q4	$273K	Buy	1,528 +5	+0.3%	+$853	0.06%	69
2019 Q3	$251K	Buy	+1,523	New	+$250K	0.06%	71

Other funds holding IWB

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

RVW Wealth's IWB Position: Q3 2026 in Review

RVW Wealth held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 555 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #175.

RVW Wealth first reported a position in IWB in Q3 2019 and has held it in 8 quarters since. The position peaked at $273K in Q4 2019. 82 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

RVW Wealth held 555 shares of iShares Russell 1000 ETF worth $231K as of Q3 2026.
RVW Wealth left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
iShares Russell 1000 ETF made up 0.01% of RVW Wealth's portfolio in Q3 2026, its #175 holding.
RVW Wealth first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 8 quarters since.
RVW Wealth's iShares Russell 1000 ETF position peaked at $273K in Q4 2019.
82 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.