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Sound Income Strategies’s iShares Russell 1000 ETF IWB Stock Holding History

Sound Income Strategies’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 		– Sell
-79
Closed -$28.4K – 1434
2026
Q1 		$28.4K Buy
+79
New +$29.4K ﹤0.01% 1039
2025
Q1 		– Sell
-23
Closed -$7.41K – 1593
2024
Q4 		$7.41K Sell
23
-72
-76% -$23.3K ﹤0.01% 910
2024
Q3 		$29.9K Buy
95
+67
+239% +$20.3K ﹤0.01% 554
2024
Q2 		$8.33K Sell
28
-9
-24% -$2.58K ﹤0.01% 810
2024
Q1 		$10.7K Sell
37
-53
-59% -$14.5K ﹤0.01% 738
2023
Q4 		$23.6K Buy
+90
New +$22K ﹤0.01% 562
2023
Q3 		– Sell
-164
Closed -$40K – 1200
2023
Q2 		$40K Buy
164
+126
+332% +$29K ﹤0.01% 326
2023
Q1 		$8.56K Buy
+38
New +$8.36K ﹤0.01% 597
2022
Q3 		– Sell
-45
Closed -$9K – 932
2022
Q2 		$9K Buy
+45
New +$10.2K ﹤0.01% 485
2020
Q4 		– Sell
-700
Closed -$131K – 898
2020
Q3 		$131K Buy
+700
New +$129K 0.04% 112

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 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

Sound Income Strategies's IWB Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 79 shares — an estimated $28.4K sold.

Sound Income Strategies first reported a position in IWB in Q3 2020 and held it in 10 quarters. The position peaked at $131K in Q3 2020. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 79 iShares Russell 1000 ETF shares in Q2 2026, an estimated $28.4K.
  • Sound Income Strategies first reported a position in iShares Russell 1000 ETF in Q3 2020 and held it in 10 quarters.
  • Sound Income Strategies's iShares Russell 1000 ETF position peaked at $131K in Q3 2020.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.