Transamerica Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Transamerica Financial 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 Q2	$803K	Buy	1,960 +486	+33%	+$193K	0.07%	234
2026 Q1	$526K	Buy	1,474 +184	+14%	+$68.6K	0.04%	284
2025 Q4	$482K	Buy	1,290 +447	+53%	+$166K	0.04%	272
2025 Q3	$308K	Buy	+843	New	+$297K	0.03%	280
2016 Q4	–	Sell	-255	Closed	-$31K	–	448
2016 Q3	$31K	Hold	255	–	–	﹤0.01%	239
2016 Q2	$30K	Buy	+255	New	+$29.4K	﹤0.01%	231

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Transamerica Financial Advisors's IWB Position: Q2 2026 in Review

Transamerica Financial Advisors increased its iShares Russell 1000 ETF (IWB) stake by 33% in Q2 2026, buying an estimated $193K and bringing the position to 1,960 shares worth $803K. The position accounts for 0.07% of the portfolio, ranked #234.

Transamerica Financial Advisors first reported a position in IWB in Q2 2016 and has held it in 6 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Transamerica Financial Advisors held 1,960 shares of iShares Russell 1000 ETF worth $803K as of Q2 2026.
Transamerica Financial Advisors bought 486 iShares Russell 1000 ETF shares in Q2 2026, an estimated $193K.
iShares Russell 1000 ETF made up 0.07% of Transamerica Financial Advisors's portfolio in Q2 2026, its #234 holding.
Transamerica Financial Advisors first reported a position in iShares Russell 1000 ETF in Q2 2016 and has held it in 6 quarters since.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.