TFC Financial Management
IWB icon

TFC Financial Management’s iShares Russell 1000 ETF IWB Stock Holding History

TFC Financial 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
Q3 		$3.23M Hold
7,765
– – 0.36% 21
2026
Q2 		$3.18M Hold
7,765
– – 0.35% 24
2026
Q1 		$2.77M Buy
7,765
+1
+0% +$373 0.34% 24
2025
Q4 		$2.9M Hold
7,764
– – 0.36% 24
2025
Q3 		$2.84M Hold
7,764
– – 0.36% 25
2025
Q2 		$2.64M Hold
7,764
– – 0.36% 25
2025
Q1 		$2.38M Hold
7,764
– – 0.36% 25
2024
Q4 		$2.5M Sell
7,764
-160
-2% -$51.8K 0.4% 26
2024
Q3 		$2.49M Buy
7,924
+357
+5% +$108K 0.39% 24
2024
Q2 		$2.25M Sell
7,567
-675
-8% -$194K 0.39% 24
2024
Q1 		$2.37M Sell
8,242
-344
-4% -$94.3K 0.42% 23
2023
Q4 		$2.25M Sell
8,586
-735
-8% -$180K 0.46% 24
2023
Q3 		$2.19M Sell
9,321
-36
-0.4% -$8.81K 0.52% 21
2023
Q2 		$2.28M Buy
9,357
+43
+0.5% +$9.9K 0.56% 19
2023
Q1 		$2.1M Sell
9,314
-14,451
-61% -$3.18M 0.54% 21
2022
Q4 		$5M Buy
23,765
+16,885
+245% +$3.57M 1.44% 9
2022
Q3 		$1.36M Buy
6,880
+3,640
+112% +$798K 0.43% 22
2022
Q2 		$673K Buy
+3,240
New +$732K 0.2% 34

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

TFC Financial Management's IWB Position: Q3 2026 in Review

TFC Financial Management held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 7,765 shares worth $3.23M. The position accounts for 0.36% of the portfolio, ranked #21.

TFC Financial Management first reported a position in IWB in Q2 2022 and has held it in 18 quarters since. The position peaked at $5M in Q4 2022. 1,388 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • TFC Financial Management held 7,765 shares of iShares Russell 1000 ETF worth $3.23M as of Q3 2026.
  • TFC Financial Management left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 0.36% of TFC Financial Management's portfolio in Q3 2026, its #21 holding.
  • TFC Financial Management first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 18 quarters since.
  • TFC Financial Management's iShares Russell 1000 ETF position peaked at $5M in Q4 2022.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.