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Strategic Investment Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Strategic Investment Solutions’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 		$10.2K Hold
25
– – ﹤0.01% 436
2026
Q1 		$8.91K Hold
25
– – ﹤0.01% 439
2025
Q4 		$9.34K Hold
25
– – ﹤0.01% 406
2025
Q3 		$9.14K Hold
25
– – ﹤0.01% 384
2025
Q2 		$8.49K Hold
25
– – ﹤0.01% 378
2025
Q1 		$7.67K Hold
25
– – ﹤0.01% 396
2024
Q4 		$8.05K Hold
25
– – ﹤0.01% 405
2024
Q3 		$7.86K Hold
25
– – ﹤0.01% 388
2024
Q2 		$7.55K Buy
+25
New +$7.18K ﹤0.01% 380

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 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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 Investment Solutions's IWB Position: Q2 2026 in Review

Strategic Investment Solutions held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 25 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Strategic Investment Solutions first reported a position in IWB in Q2 2024 and has held it in 9 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Strategic Investment Solutions held 25 shares of iShares Russell 1000 ETF worth $10.2K as of Q2 2026.
  • Strategic Investment Solutions left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #436 holding.
  • Strategic Investment Solutions first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.