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 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

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

TFC Financial Management's IWB Position: Q1 2026 in Review

TFC Financial Management increased its iShares Russell 1000 ETF (IWB) stake by 0.01% in Q1 2026, buying an estimated $373 and bringing the position to 7,765 shares worth $2.77M. The position accounts for 0.34% of the portfolio, ranked #24.

TFC Financial Management first reported a position in IWB in Q2 2022 and has held it in 16 quarters since. The position peaked at $5M in Q4 2022. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

TFC Financial Management held 7,765 shares of iShares Russell 1000 ETF worth $2.77M as of Q1 2026.
TFC Financial Management bought 1 iShares Russell 1000 ETF share in Q1 2026, an estimated $373.
iShares Russell 1000 ETF made up 0.34% of TFC Financial Management's portfolio in Q1 2026, its #24 holding.
TFC Financial Management first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 16 quarters since.
TFC Financial Management's iShares Russell 1000 ETF position peaked at $5M in Q4 2022.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.