Stordahl Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Stordahl Capital 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	$1.1M	Sell	2,691 -20	-0.7%	-$7.93K	0.2%	30
2026 Q1	$967K	Sell	2,711 -1,763	-39%	-$657K	0.2%	29
2025 Q4	$1.67M	Hold	4,474	–	–	0.34%	22
2025 Q3	$1.64M	Hold	4,474	–	–	0.34%	22
2025 Q2	$1.52M	Sell	4,474 -10	-0.2%	-$3.14K	0.34%	22
2025 Q1	$1.38M	Sell	4,484 -56	-1%	-$18.1K	0.33%	23
2024 Q4	$1.46M	Sell	4,540 -20	-0.4%	-$6.48K	0.35%	23
2024 Q3	$1.42M	Sell	4,560 -201	-4%	-$60.9K	0.34%	23
2024 Q2	$1.42M	Sell	4,761 -210	-4%	-$60.3K	0.35%	22
2024 Q1	$1.43M	Sell	4,971 -2,012	-29%	-$551K	0.36%	23
2023 Q4	$1.83M	Sell	6,983 -30	-0.4%	-$7.34K	0.5%	21
2023 Q3	$1.65M	Hold	7,013	–	–	0.5%	20
2023 Q2	$1.71M	Sell	7,013 -133	-2%	-$30.6K	0.49%	22
2023 Q1	$1.61M	Hold	7,146	–	–	0.49%	22
2022 Q4	$1.5M	Buy	7,146 +5	+0.1%	+$1.06K	0.49%	22
2022 Q3	$1.41M	Buy	7,141 +197	+3%	+$43.2K	0.51%	21
2022 Q2	$1.44M	Buy	6,944 +45	+0.7%	+$10.2K	0.55%	22
2022 Q1	$1.73M	Hold	6,899	–	–	0.64%	20
2021 Q4	$1.82M	Sell	6,899 -310	-4%	-$79.8K	0.68%	20
2021 Q3	$1.74M	Sell	7,209 -21	-0.3%	-$5.22K	0.69%	20
2021 Q2	$1.75M	Buy	7,230 +440	+6%	+$104K	0.71%	20
2021 Q1	$1.52M	Hold	6,790	–	–	0.64%	20
2020 Q4	$1.44M	Hold	6,790	–	–	0.65%	20
2020 Q3	$1.27M	Sell	6,790 -27	-0.4%	-$4.99K	0.66%	20
2020 Q2	$1.17M	Hold	6,817	–	–	0.65%	21
2020 Q1	$927K	Sell	6,817 -30	-0.4%	-$5.07K	0.57%	21
2019 Q4	$1.22M	Buy	6,847 +17	+0.2%	+$2.9K	0.49%	24
2019 Q3	$1.12M	Hold	6,830	–	–	0.45%	24
2019 Q2	$1.14M	Hold	6,830	–	–	0.44%	24
2019 Q1	$1.1M	Hold	6,830	–	–	0.45%	25
2018 Q4	$947K	Sell	6,830 -1,008	-13%	-$151K	0.46%	24
2018 Q3	$1.2M	Sell	7,838 -236	-3%	-$37.5K	0.53%	22
2018 Q2	$1.23M	Sell	8,074 -65	-0.8%	-$9.79K	0.55%	22
2018 Q1	$1.2M	Hold	8,139	–	–	0.57%	23
2017 Q4	$1.21M	Buy	+8,139	New	+$1.18M	0.58%	24

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

Stordahl Capital Management's IWB Position: Q2 2026 in Review

Stordahl Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.74% in Q2 2026, selling an estimated $7.93K and leaving 2,691 shares worth $1.1M. The position accounts for 0.2% of the portfolio, ranked #30.

Stordahl Capital Management first reported a position in IWB in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.83M in Q4 2023. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Stordahl Capital Management held 2,691 shares of iShares Russell 1000 ETF worth $1.1M as of Q2 2026.
Stordahl Capital Management sold 20 iShares Russell 1000 ETF shares in Q2 2026, an estimated $7.93K.
iShares Russell 1000 ETF made up 0.2% of Stordahl Capital Management's portfolio in Q2 2026, its #30 holding.
Stordahl Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 35 quarters since.
Stordahl Capital Management's iShares Russell 1000 ETF position peaked at $1.83M in Q4 2023.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.