TSA Wealth Management
IWB icon

TSA Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

TSA Wealth 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
Q3 		$2.26M Sell
5,435
-1,117
-17% -$464K 0.63% 36
2026
Q2 		$2.68M Sell
6,552
-56
-0.8% -$22.2K 0.76% 32
2026
Q1 		$2.36M Buy
6,608
+122
+2% +$45.5K 0.76% 29
2025
Q4 		$2.42M Sell
6,486
-135
-2% -$50K 0.8% 28
2025
Q3 		$2.42M Buy
6,621
+57
+0.9% +$20.1K 0.82% 29
2025
Q2 		$2.23M Buy
6,564
+908
+16% +$285K 0.81% 28
2025
Q1 		$1.73M Buy
5,656
+2,063
+57% +$667K 0.69% 29
2024
Q4 		$1.16M Buy
3,593
+32
+0.9% +$10.4K 0.47% 31
2024
Q3 		$1.12M Buy
3,561
+129
+4% +$39.1K 0.45% 31
2024
Q2 		$1.02M Buy
3,432
+1,251
+57% +$359K 0.43% 32
2024
Q1 		$628K Sell
2,181
-2,181
-50% -$598K 0.27% 37
2023
Q4 		$1.14M Buy
+4,362
New +$1.07M 0.53% 31

Other funds holding IWB

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

TSA Wealth Management's IWB Position: Q3 2026 in Review

TSA Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 17% in Q3 2026, selling an estimated $464K and leaving 5,435 shares worth $2.26M. The position accounts for 0.63% of the portfolio, ranked #36.

TSA Wealth Management first reported a position in IWB in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.68M in Q2 2026. 491 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • TSA Wealth Management held 5,435 shares of iShares Russell 1000 ETF worth $2.26M as of Q3 2026.
  • TSA Wealth Management sold 1,117 iShares Russell 1000 ETF shares in Q3 2026, an estimated $464K.
  • iShares Russell 1000 ETF made up 0.63% of TSA Wealth Management's portfolio in Q3 2026, its #36 holding.
  • TSA Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 12 quarters since.
  • TSA Wealth Management's iShares Russell 1000 ETF position peaked at $2.68M in Q2 2026.
  • 491 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.