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Shira Ridge Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Shira Ridge Wealth Management’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
Q3 		$240K Hold
576
– – 0.08% 71
2026
Q2 		$236K Hold
576
– – 0.08% 74
2026
Q1 		$205K Hold
576
– – 0.08% 78
2025
Q4 		$215K Hold
576
– – 0.09% 78
2025
Q3 		$211K Buy
+576
New +$203K 0.09% 85

Other funds holding IWB

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Shira Ridge Wealth Management's IWB Position: Q3 2026 in Review

Shira Ridge Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 576 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #71.

Shira Ridge Wealth Management first reported a position in IWB in Q3 2025 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Shira Ridge Wealth Management held 576 shares of iShares Russell 1000 ETF worth $240K as of Q3 2026.
  • Shira Ridge Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 0.08% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #71 holding.
  • Shira Ridge Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 5 quarters since.
  • 82 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.