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

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 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

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. 1,556 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.
1,556 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.