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 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

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

RVW Wealth's IWB Position: Q2 2026 in Review

RVW Wealth opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 555 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #170 among its holdings. This is a return to the name: RVW Wealth previously reported a position in IWB as recently as Q4 2025.

RVW Wealth first reported a position in IWB in Q3 2019 and has held it in 7 quarters since. The position peaked at $273K in Q4 2019. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

RVW Wealth held 555 shares of iShares Russell 1000 ETF worth $227K as of Q2 2026.
iShares Russell 1000 ETF was a new RVW Wealth position in Q2 2026.
iShares Russell 1000 ETF made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #170 holding.
RVW Wealth first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 7 quarters since.
RVW Wealth's iShares Russell 1000 ETF position peaked at $273K in Q4 2019.
1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.