Ullmann Wealth Partners Group’s iShares Russell 1000 ETF IWB Stock Holding History

Ullmann Wealth Partners Group’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	$4.21M	Buy	10,282 +93	+0.9%	+$36.9K	0.38%	35
2026 Q1	$3.63M	Buy	10,189 +1,343	+15%	+$500K	0.38%	34
2025 Q4	$3.31M	Hold	8,846	–	–	0.34%	35
2025 Q3	$3.23M	Sell	8,846 -90	-1%	-$31.7K	0.35%	36
2025 Q2	$3.03M	Buy	8,936 +3,701	+71%	+$1.16M	0.36%	35
2025 Q1	$1.61M	Buy	5,235 +3,714	+244%	+$1.2M	0.21%	46
2024 Q4	$490K	Hold	1,521	–	–	0.06%	90
2024 Q3	$478K	Buy	+1,521	New	+$461K	0.06%	91

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ullmann Wealth Partners Group's IWB Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its iShares Russell 1000 ETF (IWB) stake by 0.91% in Q2 2026, buying an estimated $36.9K and bringing the position to 10,282 shares worth $4.21M. The position accounts for 0.38% of the portfolio, ranked #35.

Ullmann Wealth Partners Group first reported a position in IWB in Q3 2024 and has held it in 8 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Ullmann Wealth Partners Group held 10,282 shares of iShares Russell 1000 ETF worth $4.21M as of Q2 2026.
Ullmann Wealth Partners Group bought 93 iShares Russell 1000 ETF shares in Q2 2026, an estimated $36.9K.
iShares Russell 1000 ETF made up 0.38% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #35 holding.
Ullmann Wealth Partners Group first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 8 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.