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TS Financial Group (TSFG)’s iShares Russell 1000 ETF IWB Stock Holding History

TS Financial Group (TSFG)’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 		$2.23M Sell
5,447
-14
-0.3% -$5.55K 0.28% 56
2026
Q1 		$1.95M Buy
5,461
+1
+0% +$373 0.3% 55
2025
Q4 		$2.04M Sell
5,460
-13
-0.2% -$4.82K 0.3% 52
2025
Q3 		$2M Sell
5,473
-588
-10% -$207K 0.32% 57
2025
Q2 		$2.06M Sell
6,061
-16
-0.3% -$5.02K 0.37% 54
2025
Q1 		$1.86M Sell
6,077
-834
-12% -$270K 0.38% 47
2024
Q4 		$2.23M Sell
6,911
-46
-0.7% -$14.9K 0.46% 46
2024
Q3 		$2.19M Buy
6,957
+116
+2% +$35.1K 0.48% 42
2024
Q2 		$2.04M Sell
6,841
-315
-4% -$90.4K 0.48% 41
2024
Q1 		$2.06M Buy
7,156
+1
+0% +$274 0.52% 39
2023
Q4 		$1.88M Sell
7,155
-1,393
-16% -$341K 0.59% 34
2023
Q3 		$2.01M Hold
8,548
– – 0.72% 31
2023
Q2 		$2.08M Sell
8,548
-15
-0.2% -$3.45K 0.78% 29
2023
Q1 		$1.93M Buy
8,563
+1
+0% +$220 0.72% 31
2022
Q4 		$1.8M Sell
8,562
-16
-0.2% -$3.39K 0.72% 30
2022
Q3 		$1.69M Sell
8,578
-16
-0.2% -$3.51K 0.79% 26
2022
Q2 		$1.78M Sell
8,594
-90
-1% -$20.3K 0.77% 29
2022
Q1 		$2.17M Sell
8,684
-30
-0.3% -$7.41K 0.79% 26
2021
Q4 		$2.3M Buy
8,714
+301
+4% +$77.5K 0.8% 26
2021
Q3 		$2.03M Buy
8,413
+1
+0% +$249 0.79% 28
2021
Q2 		$2.04M Buy
8,412
+64
+0.8% +$15.1K 0.82% 27
2021
Q1 		$1.87M Buy
8,348
+1
+0% +$219 0.95% 23
2020
Q4 		$1.77M Buy
8,347
+51
+0.6% +$10.2K 0.94% 23
2020
Q3 		$1.55M Buy
8,296
+1
+0% +$185 0.92% 22
2020
Q2 		$1.42M Buy
8,295
+701
+9% +$113K 0.94% 21
2020
Q1 		$1.07M Sell
7,594
-1,977
-21% -$334K 0.96% 19
2019
Q4 		$1.71M Sell
9,571
-476
-5% -$81.2K 1.27% 15
2019
Q3 		$1.65M Buy
10,047
+177
+2% +$29K 1.27% 16
2019
Q2 		$1.61M Buy
9,870
+101
+1% +$16.2K 1.29% 18
2019
Q1 		$1.54M Buy
+9,769
New +$1.48M 1.31% 17

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
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
BP
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
EA
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

TS Financial Group (TSFG)'s IWB Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its iShares Russell 1000 ETF (IWB) stake by 0.26% in Q2 2026, selling an estimated $5.55K and leaving 5,447 shares worth $2.23M. The position accounts for 0.28% of the portfolio, ranked #56.

TS Financial Group (TSFG) first reported a position in IWB in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.3M in Q4 2021. 460 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • TS Financial Group (TSFG) held 5,447 shares of iShares Russell 1000 ETF worth $2.23M as of Q2 2026.
  • TS Financial Group (TSFG) sold 14 iShares Russell 1000 ETF shares in Q2 2026, an estimated $5.55K.
  • iShares Russell 1000 ETF made up 0.28% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #56 holding.
  • TS Financial Group (TSFG) first reported a position in iShares Russell 1000 ETF in Q1 2019 and has held it in 30 quarters since.
  • TS Financial Group (TSFG)'s iShares Russell 1000 ETF position peaked at $2.3M in Q4 2021.
  • 460 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.