Sprinkle Financial Consultants’s iShares Russell 1000 ETF IWB Stock Holding History

Sprinkle Financial Consultants’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	$725K	Buy	1,769 +3	+0.2%	+$1.19K	0.28%	59
2026 Q1	$630K	Hold	1,766	–	–	0.29%	60
2025 Q4	$660K	Buy	1,766 +4	+0.2%	+$1.48K	0.34%	55
2025 Q3	$644K	Sell	1,762 -26	-1%	-$9.16K	0.36%	53
2025 Q2	$607K	Sell	1,788 -53	-3%	-$16.6K	0.37%	52
2025 Q1	$564K	Sell	1,841 -601	-25%	-$194K	0.36%	48
2024 Q4	$787K	Buy	2,442 +3	+0.1%	+$972	0.54%	37
2024 Q3	$767K	Buy	2,439 +6	+0.2%	+$1.82K	0.55%	36
2024 Q2	$723K	Buy	2,433 +6	+0.2%	+$1.72K	0.57%	36
2024 Q1	$699K	Buy	2,427 +10	+0.4%	+$2.74K	0.6%	33
2023 Q4	$634K	Buy	+2,417	New	+$592K	0.65%	30

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 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

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

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

Sprinkle Financial Consultants's IWB Position: Q2 2026 in Review

Sprinkle Financial Consultants increased its iShares Russell 1000 ETF (IWB) stake by 0.17% in Q2 2026, buying an estimated $1.19K and bringing the position to 1,769 shares worth $725K. The position accounts for 0.28% of the portfolio, ranked #59.

Sprinkle Financial Consultants first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $787K in Q4 2024. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Sprinkle Financial Consultants held 1,769 shares of iShares Russell 1000 ETF worth $725K as of Q2 2026.
Sprinkle Financial Consultants bought 3 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.19K.
iShares Russell 1000 ETF made up 0.28% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #59 holding.
Sprinkle Financial Consultants first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
Sprinkle Financial Consultants's iShares Russell 1000 ETF position peaked at $787K in Q4 2024.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.