SC&H Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

SC&H Financial 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	$2.16M	Buy	5,280 +2	+0%	+$793	0.29%	45
2026 Q1	$1.88M	Buy	5,278 +2	+0%	+$745	0.28%	47
2025 Q4	$1.97M	Buy	5,276 +3	+0.1%	+$1.11K	0.3%	40
2025 Q3	$1.93M	Buy	5,273 +2	+0%	+$704	0.31%	42
2025 Q2	$1.79M	Buy	5,271 +3	+0.1%	+$942	0.31%	43
2025 Q1	$1.62M	Buy	5,268 +2	+0%	+$647	0.32%	41
2024 Q4	$1.7M	Buy	5,266 +3	+0.1%	+$972	0.35%	39
2024 Q3	$1.65M	Buy	5,263 +3	+0.1%	+$909	0.36%	39
2024 Q2	$1.56M	Buy	5,260 +3	+0.1%	+$861	0.38%	38
2024 Q1	$1.51M	Buy	5,257 +3	+0.1%	+$822	0.39%	39
2023 Q4	$1.38M	Buy	5,254 +7	+0.1%	+$1.71K	0.4%	40
2023 Q3	$1.23M	Hold	5,247	–	–	0.41%	39
2023 Q2	$1.28M	Buy	5,247 +10	+0.2%	+$2.3K	0.42%	39
2023 Q1	$1.18M	Buy	5,237 +14	+0.3%	+$3.08K	0.43%	44
2022 Q4	$1.1M	Buy	5,223 +925	+22%	+$196K	0.46%	50
2022 Q3	$848K	Sell	4,298 -397	-8%	-$87.1K	0.42%	49
2022 Q2	$976K	Buy	4,695 +1,889	+67%	+$427K	0.46%	46
2022 Q1	$702K	Buy	2,806 +9	+0.3%	+$2.22K	0.33%	63
2021 Q4	$740K	Buy	+2,797	New	+$720K	0.41%	57

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

SC&H Financial Advisors's IWB Position: Q2 2026 in Review

SC&H Financial Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.04% in Q2 2026, buying an estimated $793 and bringing the position to 5,280 shares worth $2.16M. The position accounts for 0.29% of the portfolio, ranked #45.

SC&H Financial Advisors first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

SC&H Financial Advisors held 5,280 shares of iShares Russell 1000 ETF worth $2.16M as of Q2 2026.
SC&H Financial Advisors bought 2 iShares Russell 1000 ETF shares in Q2 2026, an estimated $793.
iShares Russell 1000 ETF made up 0.29% of SC&H Financial Advisors's portfolio in Q2 2026, its #45 holding.
SC&H Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.