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Sax Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Sax Wealth 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 		$843K Buy
2,363
+527
+29% +$209K 0.03% 254
2026
Q1 		$686K Hold
1,836
– – 0.03% 240
2025
Q4 		$686K Buy
1,836
+357
+24% +$132K 0.03% 246
2025
Q3 		$541K Buy
1,479
+1
+0.1% +$352 0.03% 262
2025
Q2 		$502K Buy
+1,478
New +$464K 0.03% 258

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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

Sax Wealth Advisors's IWB Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 29% in Q2 2026, buying an estimated $209K and bringing the position to 2,363 shares worth $843K. The position accounts for 0.03% of the portfolio, ranked #254.

Sax Wealth Advisors first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Sax Wealth Advisors held 2,363 shares of iShares Russell 1000 ETF worth $843K as of Q2 2026.
  • Sax Wealth Advisors bought 527 iShares Russell 1000 ETF shares in Q2 2026, an estimated $209K.
  • iShares Russell 1000 ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #254 holding.
  • Sax Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.