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Symphony Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Symphony Financial’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 		$436K Buy
1,064
+11
+1% +$4.36K 0.05% 214
2026
Q1 		$375K Buy
1,053
+100
+10% +$37.3K 0.05% 202
2025
Q4 		$356K Buy
953
+110
+13% +$40.7K 0.05% 207
2025
Q3 		$308K Buy
+843
New +$297K 0.04% 213
2023
Q3 		– Sell
-1,112
Closed -$268K – 177
2023
Q2 		$268K Buy
1,112
+2
+0.2% +$461 0.07% 161
2023
Q1 		$246K Buy
1,110
+3
+0.3% +$660 0.06% 187
2022
Q4 		$234K Sell
1,107
-550
-33% -$116K 0.06% 183
2022
Q3 		$332K Sell
1,657
-10
-0.6% -$2.19K 0.11% 160
2022
Q2 		$350K Sell
1,667
-3,020
-64% -$683K 0.1% 148
2022
Q1 		$1.16M Sell
4,687
-28,028
-86% -$6.92M 0.27% 75
2021
Q4 		$8.71M Buy
+32,715
New +$8.42M 2.42% 12

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 22.9% 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

Symphony Financial's IWB Position: Q2 2026 in Review

Symphony Financial increased its iShares Russell 1000 ETF (IWB) stake by 1% in Q2 2026, buying an estimated $4.36K and bringing the position to 1,064 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #214.

Symphony Financial first reported a position in IWB in Q4 2021 and has held it in 11 quarters since. The position peaked at $8.71M in Q4 2021. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Symphony Financial held 1,064 shares of iShares Russell 1000 ETF worth $436K as of Q2 2026.
  • Symphony Financial bought 11 iShares Russell 1000 ETF shares in Q2 2026, an estimated $4.36K.
  • iShares Russell 1000 ETF made up 0.05% of Symphony Financial's portfolio in Q2 2026, its #214 holding.
  • Symphony Financial first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 11 quarters since.
  • Symphony Financial's iShares Russell 1000 ETF position peaked at $8.71M in Q4 2021.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.