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

SFMG 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	$989K	Buy	+2,416	New	+$958K	0.06%	129
2019 Q4	–	Sell	-1,426	Closed	-$235K	–	174
2019 Q3	$235K	Sell	1,426 -48	-3%	-$7.88K	0.03%	133
2019 Q2	$248K	Sell	1,474 -1,088	-42%	-$174K	0.03%	130
2019 Q1	$403K	Hold	2,562	–	–	0.06%	99
2018 Q4	$355K	Hold	2,562	–	–	0.06%	95
2018 Q3	$387K	Hold	2,562	–	–	0.06%	89
2018 Q2	$389K	Hold	2,562	–	–	0.06%	87
2018 Q1	$376K	Hold	2,562	–	–	0.06%	92
2017 Q4	$381K	Hold	2,562	–	–	0.06%	94
2017 Q3	$358K	Hold	2,562	–	–	0.07%	90
2017 Q2	$347K	Hold	2,562	–	–	0.07%	83
2017 Q1	$336K	Hold	2,562	–	–	0.07%	83
2016 Q4	$319K	Buy	+2,562	New	+$312K	0.07%	79
2015 Q2	–	Sell	-4,740	Closed	-$549K	–	142
2015 Q1	$549K	Buy	+4,740	New	+$547K	0.04%	94
2014 Q1	–	Sell	-2,095	Closed	-$216K	–	82
2013 Q4	$216K	Buy	+2,095	New	+$207K	0.07%	69

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 29.18% 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

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

SFMG Wealth Advisors opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 2,416 shares worth $989K. The stake represents 0.06% of the portfolio and ranks #129 among its holdings. This is a return to the name: SFMG Wealth Advisors previously reported a position in IWB as recently as Q3 2019.

SFMG Wealth Advisors first reported a position in IWB in Q4 2013 and has held it in 15 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

SFMG Wealth Advisors held 2,416 shares of iShares Russell 1000 ETF worth $989K as of Q2 2026.
iShares Russell 1000 ETF was a new SFMG Wealth Advisors position in Q2 2026.
iShares Russell 1000 ETF made up 0.06% of SFMG Wealth Advisors's portfolio in Q2 2026, its #129 holding.
SFMG Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2013 and has held it in 15 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.