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Summit Wealth Group (Colorado)’s iShares Russell 1000 ETF IWB Stock Holding History

Summit Wealth Group (Colorado)’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 		$736K Sell
1,797
-253
-12% -$100K 0.06% 166
2026
Q1 		$731K Sell
2,050
-264
-11% -$98.4K 0.08% 135
2025
Q4 		$864K Buy
+2,314
New +$857K 0.11% 106
2025
Q3 		– Sell
-1,975
Closed -$671K – 565
2025
Q2 		$671K Buy
+1,975
New +$620K 0.17% 110

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 Wealth Group (Colorado)'s IWB Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its iShares Russell 1000 ETF (IWB) stake by 12% in Q2 2026, selling an estimated $100K and leaving 1,797 shares worth $736K. The position accounts for 0.06% of the portfolio, ranked #166.

Summit Wealth Group (Colorado) first reported a position in IWB in Q2 2025 and has held it in 4 quarters since. The position peaked at $864K in Q4 2025. 1,555 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,797 shares of iShares Russell 1000 ETF worth $736K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 253 iShares Russell 1000 ETF shares in Q2 2026, an estimated $100K.
  • iShares Russell 1000 ETF made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #166 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s iShares Russell 1000 ETF position peaked at $864K in Q4 2025.
  • 1,555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.