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

Spire 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 		$8.44M Sell
20,613
-249
-1% -$98.7K 0.26% 91
2026
Q1 		$7.44M Buy
20,862
+3
+0% +$1.12K 0.25% 84
2025
Q4 		$7.79M Buy
20,859
+54
+0.3% +$20K 0.26% 78
2025
Q3 		$7.6M Sell
20,805
-148
-0.7% -$52.1K 0.26% 83
2025
Q2 		$7.11M Sell
20,953
-8,364
-29% -$2.63M 0.26% 79
2025
Q1 		$8.99M Sell
29,317
-6,376
-18% -$2.06M 0.29% 71
2024
Q4 		$11.5M Buy
35,693
+5,534
+18% +$1.79M 0.36% 57
2024
Q3 		$9.48M Sell
30,159
-498
-2% -$151K 0.32% 68
2024
Q2 		$9.12M Sell
30,657
-1,679
-5% -$482K 0.32% 64
2024
Q1 		$9.31M Sell
32,336
-6,015
-16% -$1.65M 0.17% 100
2023
Q4 		$10.2M Buy
38,351
+8,820
+30% +$2.16M 0.34% 60
2023
Q3 		$6.94M Sell
29,531
-97
-0.3% -$23.7K 0.26% 77
2023
Q2 		$7.22M Sell
29,628
-2,269
-7% -$523K 0.27% 77
2023
Q1 		$7.18M Sell
31,897
-16,782
-34% -$3.69M 0.28% 79
2022
Q4 		$10.2M Buy
48,679
+33,487
+220% +$7.09M 0.58% 40
2022
Q3 		$3M Sell
15,192
-2,287
-13% -$502K 0.18% 114
2022
Q2 		$3.63M Sell
17,479
-1,250
-7% -$283K 0.15% 141
2022
Q1 		$4.68M Sell
18,729
-330
-2% -$81.5K 0.13% 160
2021
Q4 		$5.04M Buy
19,059
+1,854
+11% +$477K 0.11% 175
2021
Q3 		$4.16M Sell
17,205
-21
-0.1% -$5.22K 0.11% 177
2021
Q2 		$4.17M Buy
17,226
+221
+1% +$52.1K 0.11% 182
2021
Q1 		$3.81M Buy
+17,005
New +$3.72M 0.1% 186

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 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

Spire Wealth Management's IWB Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 1.2% in Q2 2026, selling an estimated $98.7K and leaving 20,613 shares worth $8.44M. The position accounts for 0.26% of the portfolio, ranked #91.

Spire Wealth Management first reported a position in IWB in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.5M in Q4 2024. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Spire Wealth Management held 20,613 shares of iShares Russell 1000 ETF worth $8.44M as of Q2 2026.
  • Spire Wealth Management sold 249 iShares Russell 1000 ETF shares in Q2 2026, an estimated $98.7K.
  • iShares Russell 1000 ETF made up 0.26% of Spire Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Spire Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Russell 1000 ETF position peaked at $11.5M in Q4 2024.
  • 511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.