Stone Summit Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Stone Summit Wealth’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	$323K	Hold	788	–	–	0.08%	124
2026 Q1	$281K	Hold	788	–	–	0.08%	126
2025 Q4	$294K	Hold	788	–	–	0.08%	126
2025 Q3	$288K	Hold	788	–	–	0.08%	125
2025 Q2	$268K	Hold	788	–	–	0.08%	130
2025 Q1	$242K	Hold	788	–	–	0.08%	137
2024 Q4	$254K	Hold	788	–	–	0.09%	130
2024 Q3	$248K	Hold	788	–	–	0.08%	136
2024 Q2	$234K	Hold	788	–	–	0.08%	132
2024 Q1	$227K	Hold	788	–	–	0.08%	135
2023 Q4	$207K	Buy	+788	New	+$193K	0.08%	138
2022 Q1	–	Sell	-788	Closed	-$208K	–	130
2021 Q4	$208K	Buy	+788	New	+$203K	0.17%	102

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stone Summit Wealth's IWB Position: Q2 2026 in Review

Stone Summit Wealth held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 788 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #124.

Stone Summit Wealth first reported a position in IWB in Q4 2021 and has held it in 12 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Stone Summit Wealth held 788 shares of iShares Russell 1000 ETF worth $323K as of Q2 2026.
Stone Summit Wealth left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.08% of Stone Summit Wealth's portfolio in Q2 2026, its #124 holding.
Stone Summit Wealth first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 12 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.