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Soltis Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Soltis Investment 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 		$795K Buy
1,941
+4
+0.2% +$1.58K 0.04% 279
2026
Q1 		$691K Buy
1,937
+180
+10% +$67.1K 0.04% 278
2025
Q4 		$656K Sell
1,757
-46
-3% -$17K 0.04% 277
2025
Q3 		$659K Buy
1,803
+77
+4% +$27.1K 0.05% 262
2025
Q2 		$586K Buy
1,726
+100
+6% +$31.4K 0.05% 238
2025
Q1 		$499K Sell
1,626
-6
-0.4% -$1.94K 0.04% 241
2024
Q4 		$526K Sell
1,632
-112
-6% -$36.3K 0.05% 231
2024
Q3 		$548K Sell
1,744
-94
-5% -$28.5K 0.05% 216
2024
Q2 		$547K Sell
1,838
-132
-7% -$37.9K 0.06% 205
2024
Q1 		$567K Buy
1,970
+64
+3% +$17.5K 0.06% 190
2023
Q4 		$500K Buy
1,906
+425
+29% +$104K 0.06% 187
2023
Q3 		$348K Buy
1,481
+58
+4% +$14.2K 0.04% 204
2023
Q2 		$347K Buy
1,423
+121
+9% +$27.9K 0.04% 202
2023
Q1 		$293K Sell
1,302
-73
-5% -$16.1K 0.04% 213
2022
Q4 		$289K Buy
1,375
+190
+16% +$40.2K 0.04% 205
2022
Q3 		$234K Buy
+1,185
New +$260K 0.04% 206
2022
Q2 		– Sell
-811
Closed -$203K – 254
2022
Q1 		$203K Sell
811
-255
-24% -$63K 0.03% 242
2021
Q4 		$282K Buy
1,066
+231
+28% +$59.5K 0.04% 215
2021
Q3 		$202K Buy
+835
New +$208K 0.03% 231

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Soltis Investment Advisors's IWB Position: Q2 2026 in Review

Soltis Investment Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.21% in Q2 2026, buying an estimated $1.58K and bringing the position to 1,941 shares worth $795K. The position accounts for 0.04% of the portfolio, ranked #279.

Soltis Investment Advisors first reported a position in IWB in Q3 2021 and has held it in 19 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Soltis Investment Advisors held 1,941 shares of iShares Russell 1000 ETF worth $795K as of Q2 2026.
  • Soltis Investment Advisors bought 4 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.58K.
  • iShares Russell 1000 ETF made up 0.04% of Soltis Investment Advisors's portfolio in Q2 2026, its #279 holding.
  • Soltis Investment Advisors first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 19 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.