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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 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. 746 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.
746 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.