Unique Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Unique Wealth’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	$14.1M	Buy	33,944 +1,497	+5%	+$622K	1.61%	19
2026 Q2	$13.3M	Buy	32,447 +30,885	+1,977%	+$12.2M	1.55%	19
2026 Q1	$557K	Sell	1,562 -668	-30%	-$249K	0.08%	115
2025 Q4	$833K	Sell	2,230 -105	-4%	-$38.9K	0.12%	100
2025 Q3	$853K	Buy	2,335 +1	+0%	+$352	0.13%	95
2025 Q2	$793K	Buy	2,334 +348	+18%	+$109K	0.13%	93
2025 Q1	$609K	Buy	1,986 +1,285	+183%	+$415K	0.12%	98
2024 Q4	$226K	Buy	+701	New	+$227K	0.05%	130

Other funds holding IWB

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Unique Wealth's IWB Position: Q3 2026 in Review

Unique Wealth increased its iShares Russell 1000 ETF (IWB) stake by 4.6% in Q3 2026, buying an estimated $622K and bringing the position to 33,944 shares worth $14.1M. The position accounts for 1.61% of the portfolio, ranked #19.

Unique Wealth first reported a position in IWB in Q4 2024 and has held it in 8 quarters since. 673 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Unique Wealth held 33,944 shares of iShares Russell 1000 ETF worth $14.1M as of Q3 2026.
Unique Wealth bought 1,497 iShares Russell 1000 ETF shares in Q3 2026, an estimated $622K.
iShares Russell 1000 ETF made up 1.61% of Unique Wealth's portfolio in Q3 2026, its #19 holding.
Unique Wealth first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 8 quarters since.
673 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.