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ShoreHaven Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

ShoreHaven Wealth Partners’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 		$1M Sell
2,446
-9
-0.4% -$3.57K 0.32% 53
2026
Q1 		$875K Buy
2,455
+38
+2% +$14.2K 0.31% 55
2025
Q4 		$903K Sell
2,417
-7
-0.3% -$2.59K 0.32% 53
2025
Q3 		$886K Sell
2,424
-145
-6% -$51.1K 0.33% 54
2025
Q2 		$872K Buy
2,569
+135
+6% +$42.4K 0.36% 52
2025
Q1 		$747K Buy
2,434
+327
+16% +$106K 0.36% 49
2024
Q4 		$679K Sell
2,107
-2
-0.1% -$648 0.32% 52
2024
Q3 		$663K Sell
2,109
-21
-1% -$6.36K 0.32% 49
2024
Q2 		$634K Sell
2,130
-537
-20% -$154K 0.33% 49
2024
Q1 		$768K Sell
2,667
-9
-0.3% -$2.47K 0.42% 43
2023
Q4 		$702K Sell
2,676
-81
-3% -$19.8K 0.43% 43
2023
Q3 		$648K Buy
2,757
+96
+4% +$23.5K 0.45% 42
2023
Q2 		$649K Buy
2,661
+87
+3% +$20K 0.43% 38
2023
Q1 		$580K Sell
2,574
-234
-8% -$51.5K 0.41% 46
2022
Q4 		$591K Sell
2,808
-146
-5% -$30.9K 0.42% 49
2022
Q3 		$582K Buy
2,954
+442
+18% +$96.9K 0.44% 44
2022
Q2 		$521K Buy
+2,512
New +$568K 0.37% 50

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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

ShoreHaven Wealth Partners's IWB Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 0.37% in Q2 2026, selling an estimated $3.57K and leaving 2,446 shares worth $1M. The position accounts for 0.32% of the portfolio, ranked #53.

ShoreHaven Wealth Partners first reported a position in IWB in Q2 2022 and has held it in 17 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • ShoreHaven Wealth Partners held 2,446 shares of iShares Russell 1000 ETF worth $1M as of Q2 2026.
  • ShoreHaven Wealth Partners sold 9 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.57K.
  • iShares Russell 1000 ETF made up 0.32% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • ShoreHaven Wealth Partners first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.