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

Summit Place Financial 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	$279K	Hold	682	–	–	0.12%	95
2026 Q1	$243K	Hold	682	–	–	0.12%	99
2025 Q4	$255K	Hold	682	–	–	0.12%	91
2025 Q3	$249K	Hold	682	–	–	0.12%	93
2025 Q2	$232K	Hold	682	–	–	0.12%	82
2025 Q1	$209K	Hold	682	–	–	0.12%	91
2024 Q4	$220K	Hold	682	–	–	0.13%	84
2024 Q3	$214K	Sell	682 -900	-57%	-$273K	0.12%	88
2024 Q2	$471K	Sell	1,582 -136	-8%	-$39K	0.28%	67
2024 Q1	$495K	Sell	1,718 -60	-3%	-$16.4K	0.29%	70
2023 Q4	$466K	Buy	1,778 +210	+13%	+$51.4K	0.3%	69
2023 Q3	$368K	Hold	1,568	–	–	0.26%	74
2023 Q2	$382K	Hold	1,568	–	–	0.25%	74
2023 Q1	$353K	Hold	1,568	–	–	0.25%	78
2022 Q4	$330K	Hold	1,568	–	–	0.27%	71
2022 Q3	$309K	Hold	1,568	–	–	0.29%	75
2022 Q2	$326K	Sell	1,568 -15	-0.9%	-$3.39K	0.27%	80
2022 Q1	$396K	Hold	1,583	–	–	0.27%	86
2021 Q4	$419K	Buy	1,583 +8	+0.5%	+$2.06K	0.29%	82
2021 Q3	$381K	Hold	1,575	–	–	0.28%	84
2021 Q2	$381K	Hold	1,575	–	–	0.28%	82
2021 Q1	$353K	Hold	1,575	–	–	0.28%	85
2020 Q4	$334K	Hold	1,575	–	–	0.29%	73
2020 Q3	$295K	Buy	+1,575	New	+$291K	0.3%	75

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 Place Financial Advisors's IWB Position: Q2 2026 in Review

Summit Place Financial Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 682 shares worth $279K. The position accounts for 0.12% of the portfolio, ranked #95.

Summit Place Financial Advisors first reported a position in IWB in Q3 2020 and has held it in 24 quarters since. The position peaked at $495K in Q1 2024. 732 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Summit Place Financial Advisors held 682 shares of iShares Russell 1000 ETF worth $279K as of Q2 2026.
Summit Place Financial Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.12% of Summit Place Financial Advisors's portfolio in Q2 2026, its #95 holding.
Summit Place Financial Advisors first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 24 quarters since.
Summit Place Financial Advisors's iShares Russell 1000 ETF position peaked at $495K in Q1 2024.
732 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.