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

SOA 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 		$822K Sell
2,008
-68
-3% -$26.9K 0.14% 96
2026
Q1 		$740K Sell
2,076
-36
-2% -$13.4K 0.14% 89
2025
Q4 		$789K Sell
2,112
-12
-0.6% -$4.45K 0.13% 96
2025
Q3 		$776K Buy
2,124
+3
+0.1% +$1.06K 0.13% 96
2025
Q2 		$720K Buy
2,121
+2
+0.1% +$628 0.14% 95
2025
Q1 		$650K Buy
2,119
+2
+0.1% +$647 0.14% 93
2024
Q4 		$682K Buy
2,117
+3
+0.1% +$972 0.13% 95
2024
Q3 		$665K Buy
2,114
+2
+0.1% +$606 0.13% 95
2024
Q2 		$628K Buy
2,112
+2
+0.1% +$574 0.13% 93
2024
Q1 		$608K Buy
2,110
+3
+0.1% +$822 0.13% 87
2023
Q4 		$553K Buy
2,107
+7
+0.3% +$1.71K 0.12% 89
2023
Q3 		$493K Sell
2,100
-94
-4% -$23K 0.12% 96
2023
Q2 		$535K Buy
2,194
+2
+0.1% +$461 0.13% 93
2023
Q1 		$494K Sell
2,192
-30
-1% -$6.6K 0.12% 96
2022
Q4 		$468K Buy
2,222
+8
+0.4% +$1.69K 0.13% 92
2022
Q3 		$437K Hold
2,214
– – 0.13% 89
2022
Q2 		$460K Sell
2,214
-30
-1% -$6.78K 0.14% 87
2022
Q1 		$561K Sell
2,244
-36
-2% -$8.89K 0.14% 92
2021
Q4 		$605K Buy
2,280
+5
+0.2% +$1.29K 0.15% 88
2021
Q3 		$550K Sell
2,275
-154
-6% -$38.3K 0.14% 90
2021
Q2 		$588K Buy
2,429
+5
+0.2% +$1.18K 0.15% 89
2021
Q1 		$542K Hold
2,424
– – 0.15% 88
2020
Q4 		$538K Buy
+2,424
New +$484K 0.15% 84

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

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

SOA Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 3.3% in Q2 2026, selling an estimated $26.9K and leaving 2,008 shares worth $822K. The position accounts for 0.14% of the portfolio, ranked #96.

SOA Wealth Advisors first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • SOA Wealth Advisors held 2,008 shares of iShares Russell 1000 ETF worth $822K as of Q2 2026.
  • SOA Wealth Advisors sold 68 iShares Russell 1000 ETF shares in Q2 2026, an estimated $26.9K.
  • iShares Russell 1000 ETF made up 0.14% of SOA Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • SOA Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.