Tanager Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Tanager Wealth Management’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	$1.58M	Hold	3,850	–	–	0.14%	48
2026 Q1	$1.37M	Hold	3,850	–	–	0.13%	45
2025 Q4	$1.44M	Buy	3,850 +50	+1%	+$18.5K	0.14%	44
2025 Q3	$1.39M	Hold	3,800	–	–	0.15%	47
2025 Q2	$1.29M	Hold	3,800	–	–	0.15%	45
2025 Q1	$1.17M	Hold	3,800	–	–	0.15%	41
2024 Q4	$1.22M	Hold	3,800	–	–	0.16%	39
2024 Q3	$1.19M	Hold	3,800	–	–	0.16%	35
2024 Q2	$1.13M	Hold	3,800	–	–	0.17%	34
2024 Q1	$1.09M	Hold	3,800	–	–	0.18%	36
2023 Q4	$997K	Hold	3,800	–	–	0.18%	36
2023 Q3	$896K	Hold	3,800	–	–	0.19%	37
2023 Q2	$926K	Buy	+3,800	New	+$875K	0.2%	40

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

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

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Tanager Wealth Management's IWB Position: Q2 2026 in Review

Tanager Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 3,850 shares worth $1.58M. The position accounts for 0.14% of the portfolio, ranked #48.

Tanager Wealth Management first reported a position in IWB in Q2 2023 and has held it in 13 quarters since. 484 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Tanager Wealth Management held 3,850 shares of iShares Russell 1000 ETF worth $1.58M as of Q2 2026.
Tanager Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.14% of Tanager Wealth Management's portfolio in Q2 2026, its #48 holding.
Tanager Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 13 quarters since.
484 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.