TRUE Private Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

TRUE Private Wealth 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	$689K	Buy	1,682 +26	+2%	+$10.3K	0.06%	154
2026 Q1	$590K	Hold	1,656	–	–	0.06%	150
2025 Q4	$618K	Sell	1,656 -139	-8%	-$51.5K	0.06%	140
2025 Q3	$656K	Hold	1,795	–	–	0.07%	134
2025 Q2	$610K	Sell	1,795 -298	-14%	-$93.5K	0.07%	130
2025 Q1	$642K	Sell	2,093 -76	-4%	-$24.6K	0.08%	114
2024 Q4	$699K	Hold	2,169	–	–	0.08%	115
2024 Q3	$682K	Sell	2,169 -719	-25%	-$218K	0.08%	107
2024 Q2	$859K	Sell	2,888 -53	-2%	-$15.2K	0.1%	107
2024 Q1	$847K	Sell	2,941 -739	-20%	-$203K	0.1%	107
2023 Q4	$965K	Hold	3,680	–	–	0.12%	98
2023 Q3	$864K	Hold	3,680	–	–	0.12%	103
2023 Q2	$897K	Hold	3,680	–	–	0.13%	88
2023 Q1	$829K	Sell	3,680 -1,336	-27%	-$294K	0.12%	91
2022 Q4	$1.06M	Sell	5,016 -1,218	-20%	-$258K	0.16%	72
2022 Q3	$1.23M	Hold	6,234	–	–	0.19%	58
2022 Q2	$1.29M	Buy	6,234 +58	+0.9%	+$13.1K	0.19%	64
2022 Q1	$1.46M	Buy	6,176 +43	+0.7%	+$10.6K	0.21%	63
2021 Q4	$1.62M	Hold	6,133	–	–	0.23%	70
2021 Q3	$1.48M	Sell	6,133 -982	-14%	-$244K	0.22%	72
2021 Q2	$1.72M	Sell	7,115 -1,646	-19%	-$388K	0.26%	64
2021 Q1	$1.96M	Sell	8,761 -3,728	-30%	-$816K	0.32%	52
2020 Q4	$2.65M	Hold	12,489	–	–	0.44%	37
2020 Q3	$2.34M	Buy	12,489 +379	+3%	+$70K	0.4%	40
2020 Q2	$2.08M	Sell	12,110 -1,866	-13%	-$302K	0.38%	51
2020 Q1	$1.98M	Sell	13,976 -1,408	-9%	-$238K	0.42%	44
2019 Q4	$2.74M	Sell	15,384 -120	-0.8%	-$20.5K	0.42%	35
2019 Q3	$2.55M	Hold	15,504	–	–	0.44%	34
2019 Q2	$2.52M	Buy	15,504 +2,918	+23%	+$467K	0.43%	32
2019 Q1	$1.98M	Sell	12,586 -2,148	-15%	-$325K	0.38%	46
2018 Q4	$2.04M	Buy	14,734 +1,290	+10%	+$193K	0.36%	53
2018 Q3	$2.18M	Buy	13,444 +118	+0.9%	+$18.7K	0.31%	62
2018 Q2	$2.02M	Sell	13,326 -697	-5%	-$105K	0.32%	61
2018 Q1	$2.06M	Buy	14,023 +234	+2%	+$35.6K	0.35%	50
2017 Q4	$2.05M	Buy	13,789 +235	+2%	+$34K	0.36%	48
2017 Q3	$1.9M	Sell	13,554 -136	-1%	-$18.7K	0.43%	39
2017 Q2	$1.85M	Sell	13,690 -44	-0.3%	-$5.87K	0.43%	37
2017 Q1	$1.8M	Sell	13,734 -236	-2%	-$30.6K	0.41%	34
2016 Q4	$1.77M	Buy	13,970 +97	+0.7%	+$11.8K	0.43%	32
2016 Q3	$1.64M	Buy	13,873 +1,103	+9%	+$133K	0.53%	32
2016 Q2	$1.49M	Buy	12,770 +4,659	+57%	+$537K	0.5%	36
2016 Q1	$925K	Buy	8,111 +553	+7%	+$59.8K	0.36%	40
2015 Q4	$856K	Buy	+7,558	New	+$864K	0.38%	43

Other funds holding IWB

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

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

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

TRUE Private Wealth Advisors's IWB Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 1.6% in Q2 2026, buying an estimated $10.3K and bringing the position to 1,682 shares worth $689K. The position accounts for 0.06% of the portfolio, ranked #154.

TRUE Private Wealth Advisors first reported a position in IWB in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.74M in Q4 2019. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

TRUE Private Wealth Advisors held 1,682 shares of iShares Russell 1000 ETF worth $689K as of Q2 2026.
TRUE Private Wealth Advisors bought 26 iShares Russell 1000 ETF shares in Q2 2026, an estimated $10.3K.
iShares Russell 1000 ETF made up 0.06% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #154 holding.
TRUE Private Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 43 quarters since.
TRUE Private Wealth Advisors's iShares Russell 1000 ETF position peaked at $2.74M in Q4 2019.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.