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Strategic Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Strategic Advisors’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 		$987K Sell
2,409
-27
-1% -$10.7K 0.22% 78
2026
Q1 		$869K Sell
2,436
-31
-1% -$11.6K 0.14% 109
2025
Q4 		$921K Buy
2,467
+40
+2% +$14.8K 0.14% 108
2025
Q3 		$887K Buy
+2,427
New +$855K 0.14% 113
2025
Q2 		– Sell
-2,903
Closed -$890K – 186
2025
Q1 		$890K Sell
2,903
-403
-12% -$130K 0.17% 107
2024
Q4 		$1.07M Sell
3,306
-1,044
-24% -$338K 0.19% 94
2024
Q3 		$1.37M Sell
4,350
-497
-10% -$151K 0.26% 85
2024
Q2 		$1.44M Sell
4,847
-901
-16% -$259K 0.28% 76
2024
Q1 		$1.66M Sell
5,748
-514
-8% -$141K 0.33% 73
2023
Q4 		$1.64M Sell
6,262
-363
-5% -$88.9K 0.31% 69
2023
Q3 		$1.56M Buy
6,625
+4,770
+257% +$1.17M 0.31% 71
2023
Q2 		$452K Sell
1,855
-195
-10% -$44.9K 0.09% 140
2023
Q1 		$462K Buy
2,050
+6
+0.3% +$1.32K 0.09% 139
2022
Q4 		$430K Buy
2,044
+17
+0.8% +$3.6K 0.1% 134
2022
Q3 		$400K Sell
2,027
-147
-7% -$32.2K 0.09% 133
2022
Q2 		$451K Sell
2,174
-45
-2% -$10.2K 0.09% 134
2022
Q1 		$554K Sell
2,219
-7,098
-76% -$1.75M 0.1% 138
2021
Q4 		$2.46M Buy
9,317
+1,558
+20% +$401K 0.35% 64
2021
Q3 		$1.88M Sell
7,759
-75
-1% -$18.6K 0.4% 59
2021
Q2 		$1.9M Buy
7,834
+125
+2% +$29.5K 0.49% 45
2021
Q1 		$1.73M Buy
7,709
+740
+11% +$162K 0.5% 45
2020
Q4 		$1.5M Buy
6,969
+551
+9% +$110K 0.43% 53
2020
Q3 		$1.22M Sell
6,418
-633
-9% -$117K 0.41% 53
2020
Q2 		$1.28M Buy
7,051
+1,127
+19% +$182K 0.48% 45
2020
Q1 		$892K Buy
5,924
+465
+9% +$78.6K 0.39% 57
2019
Q4 		$974K Buy
5,459
+743
+16% +$127K 0.34% 71
2019
Q3 		$776K Buy
4,716
+2,037
+76% +$334K 0.29% 82
2019
Q2 		$436K Sell
2,679
-248
-8% -$39.7K 0.17% 113
2019
Q1 		$460K Buy
2,927
+11
+0.4% +$1.66K 0.18% 103
2018
Q4 		$404K Sell
2,916
-303
-9% -$45.3K 0.18% 96
2018
Q3 		$521K Buy
3,219
+14
+0.4% +$2.22K 0.19% 98
2018
Q2 		$487K Hold
3,205
– – 0.2% 98
2018
Q1 		$471K Buy
3,205
+14
+0.4% +$2.13K 0.19% 95
2017
Q4 		$474K Buy
3,191
+27
+0.9% +$3.91K 0.19% 98
2017
Q3 		$443K Sell
3,164
-592
-16% -$81.2K 0.19% 105
2017
Q2 		$508K Hold
3,756
– – 0.23% 93
2017
Q1 		$493K Buy
+3,756
New +$486K 0.23% 90
2015
Q2 		– Sell
-3,497
Closed -$385K – 134
2015
Q1 		$385K Sell
3,497
-205
-6% -$23.7K 0.25% 102
2014
Q4 		$424K Buy
3,702
+190
+5% +$21.3K 0.28% 102
2014
Q3 		$386K Buy
3,512
+15
+0.4% +$1.66K 0.25% 100
2014
Q2 		$385K Buy
3,497
+14
+0.4% +$1.49K 0.25% 102
2014
Q1 		$365K Hold
3,483
– – 0.24% 103
2013
Q4 		$359K Buy
3,483
+85
+3% +$8.41K 0.24% 105
2013
Q3 		$320K Sell
3,398
-153
-4% -$14.3K 0.26% 103
2013
Q2 		$320K Buy
+3,551
New +$318K 0.29% 97

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Advisors's IWB Position: Q2 2026 in Review

Strategic Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 1.1% in Q2 2026, selling an estimated $10.7K and leaving 2,409 shares worth $987K. The position accounts for 0.22% of the portfolio, ranked #78.

Strategic Advisors first reported a position in IWB in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.46M in Q4 2021. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Strategic Advisors held 2,409 shares of iShares Russell 1000 ETF worth $987K as of Q2 2026.
  • Strategic Advisors sold 27 iShares Russell 1000 ETF shares in Q2 2026, an estimated $10.7K.
  • iShares Russell 1000 ETF made up 0.22% of Strategic Advisors's portfolio in Q2 2026, its #78 holding.
  • Strategic Advisors first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 45 quarters since.
  • Strategic Advisors's iShares Russell 1000 ETF position peaked at $2.46M in Q4 2021.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.