USA FINANCIAL FORMULAS’s iShares Russell 1000 ETF IWB Stock Holding History

USA FINANCIAL FORMULAS’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	$654K	Buy	+1,597	New	+$633K	0.12%	68

Other funds holding IWB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

USA FINANCIAL FORMULAS's IWB Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 1,597 shares worth $654K. The stake represents 0.12% of the portfolio and ranks #68 among its holdings.

849 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

USA FINANCIAL FORMULAS held 1,597 shares of iShares Russell 1000 ETF worth $654K as of Q2 2026.
iShares Russell 1000 ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
iShares Russell 1000 ETF made up 0.12% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #68 holding.
849 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.