Summit Wealth & Retirement Planning’s iShares Russell 1000 ETF IWB Stock Holding History

Summit Wealth & Retirement Planning’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	$410K	Hold	1,000	–	–	0.09%	74
2026 Q1	$357K	Sell	1,000 -599	-37%	-$223K	0.09%	76
2025 Q4	$597K	Hold	1,599	–	–	0.14%	52
2025 Q3	$584K	Hold	1,599	–	–	0.14%	50
2025 Q2	$543K	Hold	1,599	–	–	0.15%	50
2025 Q1	$490K	Hold	1,599	–	–	0.15%	45
2024 Q4	$515K	Hold	1,599	–	–	0.16%	41
2024 Q3	$503K	Hold	1,599	–	–	0.16%	40
2024 Q2	$476K	Hold	1,599	–	–	0.16%	40
2024 Q1	$461K	Buy	+1,599	New	+$438K	0.16%	39
2020 Q1	–	Sell	-1,592	Closed	-$284K	–	122
2019 Q4	$284K	Hold	1,592	–	–	0.13%	107
2019 Q3	$262K	Sell	1,592 -3,408	-68%	-$559K	0.16%	104
2019 Q2	$814K	Hold	5,000	–	–	0.48%	50
2019 Q1	$787K	Hold	5,000	–	–	0.47%	53
2018 Q4	$693K	Buy	+5,000	New	+$748K	0.53%	48

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth & Retirement Planning's IWB Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,000 shares worth $410K. The position accounts for 0.09% of the portfolio, ranked #74.

Summit Wealth & Retirement Planning first reported a position in IWB in Q4 2018 and has held it in 15 quarters since. The position peaked at $814K in Q2 2019. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Summit Wealth & Retirement Planning held 1,000 shares of iShares Russell 1000 ETF worth $410K as of Q2 2026.
Summit Wealth & Retirement Planning left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.09% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #74 holding.
Summit Wealth & Retirement Planning first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 15 quarters since.
Summit Wealth & Retirement Planning's iShares Russell 1000 ETF position peaked at $814K in Q2 2019.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.