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Stratos Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Stratos Wealth 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 		$550K Hold
1,343
– – 0.03% 385
2026
Q1 		$479K Sell
1,343
-5,964
-82% -$2.22M 0.03% 395
2025
Q4 		$2.73M Sell
7,307
-134
-2% -$49.6K 0.13% 173
2025
Q3 		$2.72M Sell
7,441
-83
-1% -$29.2K 0.13% 168
2025
Q2 		$2.56M Buy
7,524
+1,168
+18% +$367K 0.13% 156
2025
Q1 		$1.95M Sell
6,356
-1,496
-19% -$484K 0.11% 188
2024
Q4 		$2.53M Sell
7,852
-194
-2% -$62.8K 0.12% 168
2024
Q3 		$2.53M Buy
8,046
+48
+0.6% +$14.5K 0.12% 189
2024
Q2 		$2.38M Buy
7,998
+1,242
+18% +$357K 0.12% 181
2024
Q1 		$1.95M Sell
6,756
-221
-3% -$60.6K 0.12% 197
2023
Q4 		$1.83M Buy
6,977
+281
+4% +$68.8K 0.11% 235
2023
Q3 		$1.57M Sell
6,696
-396
-6% -$96.9K 0.1% 234
2023
Q2 		$1.73M Buy
7,092
+12
+0.2% +$2.76K 0.12% 220
2023
Q1 		$1.59M Sell
7,080
-266
-4% -$58.5K 0.12% 218
2022
Q4 		$1.55M Buy
7,346
+3,237
+79% +$685K 0.13% 220
2022
Q3 		$811K Sell
4,109
-432
-10% -$94.7K 0.09% 272
2022
Q2 		$944K Sell
4,541
-1,579
-26% -$357K 0.09% 281
2022
Q1 		$1.53M Buy
6,120
+3,677
+151% +$908K 0.12% 206
2021
Q4 		$646K Buy
2,443
+387
+19% +$99.6K 0.05% 348
2021
Q3 		$497K Buy
+2,056
New +$511K 0.04% 358
2020
Q2 		– Sell
-36
Closed -$5K – 319
2020
Q1 		$5K Buy
+36
New +$6.09K ﹤0.01% 257

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 29.18% 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

Stratos Wealth Advisors's IWB Position: Q2 2026 in Review

Stratos Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,343 shares worth $550K. The position accounts for 0.03% of the portfolio, ranked #385.

Stratos Wealth Advisors first reported a position in IWB in Q1 2020 and has held it in 21 quarters since. The position peaked at $2.73M in Q4 2025. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Stratos Wealth Advisors held 1,343 shares of iShares Russell 1000 ETF worth $550K as of Q2 2026.
  • Stratos Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.03% of Stratos Wealth Advisors's portfolio in Q2 2026, its #385 holding.
  • Stratos Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 21 quarters since.
  • Stratos Wealth Advisors's iShares Russell 1000 ETF position peaked at $2.73M in Q4 2025.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.