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Security Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Security Financial Services’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 		$3.47M Sell
8,474
-167
-2% -$66.2K 0.48% 47
2026
Q1 		$3.08M Sell
8,641
-37
-0.4% -$13.8K 0.49% 47
2025
Q4 		$3.24M Sell
8,678
-228
-3% -$84.5K 0.51% 47
2025
Q3 		$3.25M Sell
8,906
-44
-0.5% -$15.5K 0.53% 44
2025
Q2 		$3.04M Buy
8,950
+50
+0.6% +$15.7K 0.54% 43
2025
Q1 		$2.73M Sell
8,900
-67
-0.7% -$21.7K 0.54% 43
2024
Q4 		$2.89M Buy
8,967
+17
+0.2% +$5.51K 0.59% 38
2024
Q3 		$2.81M Buy
8,950
+9
+0.1% +$2.73K 0.57% 37
2024
Q2 		$2.66M Sell
8,941
-3,896
-30% -$1.12M 0.58% 38
2024
Q1 		$3.7M Sell
12,837
-284
-2% -$77.8K 0.83% 29
2023
Q4 		$3.44M Sell
13,121
-2,079
-14% -$509K 0.84% 31
2023
Q3 		$3.57M Sell
15,200
-720
-5% -$176K 1.01% 27
2023
Q2 		$3.88M Sell
15,920
-1,073
-6% -$247K 1.1% 25
2023
Q1 		$3.83M Sell
16,993
-5,816
-25% -$1.28M 1.16% 24
2022
Q4 		$4.8M Buy
22,809
+4,835
+27% +$1.02M 1.49% 20
2022
Q3 		$3.55M Buy
17,974
+13,178
+275% +$2.89M 1.21% 22
2022
Q2 		$996K Buy
4,796
+2,873
+149% +$649K 0.32% 62
2022
Q1 		$481K Buy
+1,923
New +$475K 0.15% 87

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
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
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Security Financial Services's IWB Position: Q2 2026 in Review

Security Financial Services reduced its iShares Russell 1000 ETF (IWB) stake by 1.9% in Q2 2026, selling an estimated $66.2K and leaving 8,474 shares worth $3.47M. The position accounts for 0.48% of the portfolio, ranked #47.

Security Financial Services first reported a position in IWB in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.8M in Q4 2022. 408 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Security Financial Services held 8,474 shares of iShares Russell 1000 ETF worth $3.47M as of Q2 2026.
  • Security Financial Services sold 167 iShares Russell 1000 ETF shares in Q2 2026, an estimated $66.2K.
  • iShares Russell 1000 ETF made up 0.48% of Security Financial Services's portfolio in Q2 2026, its #47 holding.
  • Security Financial Services first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 18 quarters since.
  • Security Financial Services's iShares Russell 1000 ETF position peaked at $4.8M in Q4 2022.
  • 408 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.