Steph & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Steph & Co’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 Q3	$12.5K	Hold	30	–	–	﹤0.01%	249
2026 Q2	$12.3K	Hold	30	–	–	﹤0.01%	252
2026 Q1	$10.7K	Hold	30	–	–	﹤0.01%	274
2025 Q4	$11.2K	Hold	30	–	–	﹤0.01%	279
2025 Q3	$11K	Hold	30	–	–	﹤0.01%	293
2025 Q2	$10.2K	Hold	30	–	–	﹤0.01%	272
2025 Q1	$9.2K	Hold	30	–	–	﹤0.01%	239
2024 Q4	$9.7K	Hold	30	–	–	﹤0.01%	246
2024 Q3	$9.43K	Hold	30	–	–	﹤0.01%	266
2024 Q2	$8.93K	Hold	30	–	–	﹤0.01%	245
2024 Q1	$8.64K	Hold	30	–	–	﹤0.01%	262
2023 Q4	$7.87K	Hold	30	–	–	﹤0.01%	223
2023 Q3	$7.05K	Hold	30	–	–	﹤0.01%	260
2023 Q2	$7.31K	Hold	30	–	–	﹤0.01%	223
2023 Q1	$6.76K	Hold	30	–	–	﹤0.01%	223
2022 Q4	$6K	Hold	30	–	–	﹤0.01%	231
2022 Q3	$6K	Hold	30	–	–	﹤0.01%	217
2022 Q2	$6K	Hold	30	–	–	﹤0.01%	217
2022 Q1	$8K	Hold	30	–	–	﹤0.01%	277
2021 Q4	$8K	Hold	30	–	–	﹤0.01%	290
2021 Q3	$7K	Hold	30	–	–	﹤0.01%	257
2021 Q2	$7K	Hold	30	–	–	﹤0.01%	222
2021 Q1	$7K	Hold	30	–	–	﹤0.01%	221
2020 Q4	$6K	Hold	30	–	–	﹤0.01%	224
2020 Q3	$6K	Hold	30	–	–	0.01%	215
2020 Q2	$5K	Hold	30	–	–	0.01%	225
2020 Q1	$4K	Hold	30	–	–	﹤0.01%	236
2019 Q4	$5K	Buy	+30	New	+$5.12K	﹤0.01%	243

Other funds holding IWB

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HFA

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Steph & Co's IWB Position: Q3 2026 in Review

Steph & Co held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 30 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Steph & Co first reported a position in IWB in Q4 2019 and has held it in 28 quarters since. 323 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Steph & Co held 30 shares of iShares Russell 1000 ETF worth $12.5K as of Q3 2026.
Steph & Co left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Steph & Co's portfolio in Q3 2026, its #249 holding.
Steph & Co first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 28 quarters since.
323 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.