Talisman Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Talisman Wealth 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 Q1	$1.86M	Hold	5,223	–	–	1.5%	19
2025 Q4	$1.95M	Hold	5,223	–	–	1.52%	18
2025 Q3	$1.91M	Buy	5,223 +5	+0.1%	+$1.76K	1.58%	19
2025 Q2	$1.77M	Hold	5,218	–	–	1.62%	19
2025 Q1	$1.6M	Buy	5,218 +4	+0.1%	+$1.29K	1.64%	19
2024 Q4	$1.68M	Buy	5,214 +5	+0.1%	+$1.62K	1.78%	16
2024 Q3	$1.63M	Buy	5,209 +5	+0.1%	+$1.51K	1.72%	16
2024 Q2	$1.55M	Sell	5,204 -7	-0.1%	-$2.01K	1.79%	16
2024 Q1	$1.5M	Buy	5,211 +4	+0.1%	+$1.1K	1.89%	14
2023 Q4	$1.37M	Sell	5,207 -19	-0.4%	-$4.65K	2.03%	14
2023 Q3	$1.23M	Hold	5,226	–	–	2.13%	15
2023 Q2	$1.27M	Buy	5,226 +3,604	+222%	+$830K	2.17%	13
2023 Q1	$365K	Buy	1,622 +6	+0.4%	+$1.32K	0.66%	50
2022 Q4	$340K	Buy	+1,616	New	+$342K	0.72%	46

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Talisman Wealth Advisors's IWB Position: Q1 2026 in Review

Talisman Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 5,223 shares worth $1.86M. The position accounts for 1.5% of the portfolio, ranked #19.

Talisman Wealth Advisors first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.95M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Talisman Wealth Advisors held 5,223 shares of iShares Russell 1000 ETF worth $1.86M as of Q1 2026.
Talisman Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 1.5% of Talisman Wealth Advisors's portfolio in Q1 2026, its #19 holding.
Talisman Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors's iShares Russell 1000 ETF position peaked at $1.95M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.