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

True Link 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 		– Sell
-45
Closed -$16K – 247
2026
Q1 		$16K Buy
+45
New +$16.8K ﹤0.01% 297
2025
Q4 		– Sell
-700
Closed -$256K – 118
2025
Q3 		$256K Buy
700
+6
+0.9% +$2.11K 0.02% 76
2025
Q2 		$236K Sell
694
-600
-46% -$188K 0.02% 82
2025
Q1 		$397K Sell
1,294
-10
-0.8% -$3.23K 0.03% 63
2024
Q4 		$420K Sell
1,304
-68
-5% -$22K 0.04% 44
2024
Q3 		$431K Sell
1,372
-1,002
-42% -$303K 0.04% 42
2024
Q2 		$706K Sell
2,374
-242
-9% -$69.5K 0.07% 32
2024
Q1 		$753K Hold
2,616
– – 0.07% 32
2023
Q4 		$686K Sell
2,616
-830
-24% -$203K 0.07% 35
2023
Q3 		$810K Hold
3,446
– – 0.1% 60
2023
Q2 		$840K Hold
3,446
– – 0.1% 60
2023
Q1 		$776K Hold
3,446
– – 0.1% 66
2022
Q4 		$725K Sell
3,446
-250
-7% -$52.9K 0.1% 63
2022
Q3 		$729K Sell
3,696
-720
-16% -$158K 0.11% 69
2022
Q2 		$917K Buy
4,416
+520
+13% +$118K 0.14% 61
2022
Q1 		$974K Sell
3,896
-2,164
-36% -$534K 0.14% 61
2021
Q4 		$1.6M Sell
6,060
-1,142
-16% -$294K 0.21% 51
2021
Q3 		$1.74M Sell
7,202
-793
-10% -$197K 0.24% 48
2021
Q2 		$1.94M Sell
7,995
-2,698
-25% -$636K 0.28% 41
2021
Q1 		$2.39M Hold
10,693
– – 0.35% 35
2020
Q4 		$2.27M Buy
+10,693
New +$2.13M 0.35% 34

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

True Link Financial Advisors's IWB Position: Q2 2026 in Review

True Link Financial Advisors sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 45 shares — an estimated $16K sold.

True Link Financial Advisors first reported a position in IWB in Q4 2020 and held it in 21 quarters. The position peaked at $2.39M in Q1 2021. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • True Link Financial Advisors reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 45 iShares Russell 1000 ETF shares in Q2 2026, an estimated $16K.
  • True Link Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and held it in 21 quarters.
  • True Link Financial Advisors's iShares Russell 1000 ETF position peaked at $2.39M in Q1 2021.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.