SMI Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

SMI Advisory 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	$496K	Sell	1,203 -23	-2%	-$9.12K	0.08%	42
2026 Q1	$443K	Sell	1,226 -333	-21%	-$124K	0.07%	46
2025 Q4	$594K	Sell	1,559 -318	-17%	-$118K	0.1%	35
2025 Q3	$690K	Sell	1,877 -80	-4%	-$28.2K	0.13%	28
2025 Q2	$671K	Buy	+1,957	New	+$614K	0.13%	25
2025 Q1	–	Sell	-2,200	Closed	-$704K	–	51
2024 Q4	$704K	Sell	2,200 -17	-0.8%	-$5.51K	0.16%	35
2024 Q3	$696K	Sell	2,217 -29	-1%	-$8.78K	0.15%	38
2024 Q2	$681K	Buy	+2,246	New	+$645K	0.17%	40
2024 Q1	–	Sell	-2,882	Closed	-$756K	–	62
2023 Q4	$756K	Sell	2,882 -304	-10%	-$74.4K	0.19%	27
2023 Q3	$769K	Buy	+3,186	New	+$780K	0.28%	25
2023 Q1	$834K	Sell	3,960 -125	-3%	-$27.5K	0.28%	22
2022 Q4	$806K	Hold	4,085	–	–	0.26%	23
2022 Q3	$806K	Sell	4,085 -291	-7%	-$63.8K	0.26%	23
2022 Q2	$909K	Sell	4,376 -3	-0.1%	-$678	0.32%	19
2022 Q1	$1.09M	Sell	4,379 -517	-11%	-$128K	0.38%	17
2021 Q4	$1.29M	Sell	4,896 -138	-3%	-$35.5K	0.49%	18
2021 Q3	$1.22M	Sell	5,034 -659	-12%	-$164K	0.55%	14
2021 Q2	$1.38M	Sell	5,693 -287	-5%	-$67.6K	0.59%	14
2021 Q1	$1.34M	Buy	+5,980	New	+$1.31M	0.61%	15

Other funds holding IWB

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

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

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

SMI Advisory Services's IWB Position: Q2 2026 in Review

SMI Advisory Services reduced its iShares Russell 1000 ETF (IWB) stake by 1.9% in Q2 2026, selling an estimated $9.12K and leaving 1,203 shares worth $496K. The position accounts for 0.08% of the portfolio, ranked #42.

SMI Advisory Services first reported a position in IWB in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.38M in Q2 2021. 278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

SMI Advisory Services held 1,203 shares of iShares Russell 1000 ETF worth $496K as of Q2 2026.
SMI Advisory Services sold 23 iShares Russell 1000 ETF shares in Q2 2026, an estimated $9.12K.
iShares Russell 1000 ETF made up 0.08% of SMI Advisory Services's portfolio in Q2 2026, its #42 holding.
SMI Advisory Services first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 19 quarters since.
SMI Advisory Services's iShares Russell 1000 ETF position peaked at $1.38M in Q2 2021.
278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.