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Smith Salley Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Smith Salley 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
Q2 		$820K Buy
2,003
+54
+3% +$21.4K 0.04% 167
2026
Q1 		$695K Hold
1,949
– – 0.03% 171
2025
Q4 		$728K Hold
1,949
– – 0.04% 170
2025
Q3 		$712K Hold
1,949
– – 0.04% 169
2025
Q2 		$662K Hold
1,949
– – 0.04% 167
2025
Q1 		$598K Sell
1,949
-265
-12% -$85.7K 0.04% 164
2024
Q4 		$713K Hold
2,214
– – 0.05% 157
2024
Q3 		$696K Hold
2,214
– – 0.05% 159
2024
Q2 		$659K Hold
2,214
– – 0.05% 152
2024
Q1 		$638K Hold
2,214
– – 0.05% 147
2023
Q4 		$581K Buy
+2,214
New +$542K 0.04% 170
2023
Q1 		– Sell
-2,909
Closed -$612K – 230
2022
Q4 		$612K Buy
+2,909
New +$616K 0.05% 152

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

Smith Salley Wealth Management's IWB Position: Q2 2026 in Review

Smith Salley Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 2.8% in Q2 2026, buying an estimated $21.4K and bringing the position to 2,003 shares worth $820K. The position accounts for 0.04% of the portfolio, ranked #167.

Smith Salley Wealth Management first reported a position in IWB in Q4 2022 and has held it in 12 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Smith Salley Wealth Management held 2,003 shares of iShares Russell 1000 ETF worth $820K as of Q2 2026.
  • Smith Salley Wealth Management bought 54 iShares Russell 1000 ETF shares in Q2 2026, an estimated $21.4K.
  • iShares Russell 1000 ETF made up 0.04% of Smith Salley Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Smith Salley Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 12 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.