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Sachetta’s iShares Russell 1000 ETF IWB Stock Holding History

Sachetta’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 		– Sell
-16,705
Closed -$5.96M – 1129
2026
Q1 		$5.96M Sell
16,705
-25
-0.1% -$9.32K 3.23% 5
2025
Q4 		$6.25M Sell
16,730
-59,724
-78% -$22.1M 3.42% 5
2025
Q3 		$27.9M Sell
76,454
-66
-0.1% -$23.2K 10.4% 1
2025
Q2 		$26M Sell
76,520
-1,007
-1% -$316K 10.27% 1
2025
Q1 		$23.8M Buy
77,527
+1
+0% +$323 9.75% 1
2024
Q4 		$25M Sell
77,526
-282
-0.4% -$91.3K 9.86% 1
2024
Q3 		$24.5M Buy
77,808
+1
+0% +$303 9.68% 1
2024
Q2 		$23.1M Sell
77,807
-856
-1% -$246K 10.07% 1
2024
Q1 		$20.6M Hold
78,663
– – 9.79% 2
2023
Q4 		$20.6M Buy
+78,663
New +$19.3M 9.79% 2

Other funds holding IWB

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Sachetta's IWB Position: Q2 2026 in Review

Sachetta sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 16,705 shares — an estimated $5.96M sold.

Sachetta first reported a position in IWB in Q4 2023 and held it in 10 quarters. The position peaked at $27.9M in Q3 2025. 282 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Sachetta reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 16,705 iShares Russell 1000 ETF shares in Q2 2026, an estimated $5.96M.
  • Sachetta first reported a position in iShares Russell 1000 ETF in Q4 2023 and held it in 10 quarters.
  • Sachetta's iShares Russell 1000 ETF position peaked at $27.9M in Q3 2025.
  • 282 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.