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Summit Financial Strategies’s iShares Russell 1000 ETF IWB Stock Holding History

Summit Financial Strategies’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 		$5.08M Sell
12,396
-73
-0.6% -$28.9K 0.36% 26
2026
Q1 		$4.45M Sell
12,469
-274
-2% -$102K 0.35% 29
2025
Q4 		$4.76M Sell
12,743
-42
-0.3% -$15.6K 0.39% 27
2025
Q3 		$4.67M Sell
12,785
-268
-2% -$94.4K 0.4% 26
2025
Q2 		$4.43M Buy
13,053
+1,174
+10% +$369K 0.41% 25
2025
Q1 		$3.64M Sell
11,879
-843
-7% -$273K 0.37% 27
2024
Q4 		$4.1M Sell
12,722
-122
-0.9% -$39.5K 0.45% 26
2024
Q3 		$4.04M Sell
12,844
-391
-3% -$118K 0.45% 26
2024
Q2 		$3.94M Sell
13,235
-130
-1% -$37.3K 0.49% 24
2024
Q1 		$3.85M Sell
13,365
-202
-1% -$55.4K 0.54% 24
2023
Q4 		$3.56M Buy
13,567
+321
+2% +$78.6K 0.54% 25
2023
Q3 		$3.11M Sell
13,246
-243
-2% -$59.5K 0.59% 21
2023
Q2 		$3.29M Sell
13,489
-3,329
-20% -$767K 0.61% 21
2023
Q1 		$3.79M Buy
16,818
+877
+6% +$193K 0.75% 18
2022
Q4 		$3.36M Buy
15,941
+13,174
+476% +$2.79M 0.72% 17
2022
Q3 		$546K Sell
2,767
-5,479
-66% -$1.2M 0.13% 56
2022
Q2 		$1.71M Buy
+8,246
New +$1.86M 0.4% 23

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

Summit Financial Strategies's IWB Position: Q2 2026 in Review

Summit Financial Strategies reduced its iShares Russell 1000 ETF (IWB) stake by 0.59% in Q2 2026, selling an estimated $28.9K and leaving 12,396 shares worth $5.08M. The position accounts for 0.36% of the portfolio, ranked #26.

Summit Financial Strategies first reported a position in IWB in Q2 2022 and has held it in 17 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Summit Financial Strategies held 12,396 shares of iShares Russell 1000 ETF worth $5.08M as of Q2 2026.
  • Summit Financial Strategies sold 73 iShares Russell 1000 ETF shares in Q2 2026, an estimated $28.9K.
  • iShares Russell 1000 ETF made up 0.36% of Summit Financial Strategies's portfolio in Q2 2026, its #26 holding.
  • Summit Financial Strategies first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.