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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
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

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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 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

Unique Wealth's IWB Position: Q2 2026 in Review

Unique Wealth increased its iShares Russell 1000 ETF (IWB) stake by 1,977% in Q2 2026, buying an estimated $12.2M and bringing the position to 32,447 shares worth $13.3M. The position accounts for 1.55% of the portfolio, ranked #19.

Unique Wealth first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. 660 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Unique Wealth held 32,447 shares of iShares Russell 1000 ETF worth $13.3M as of Q2 2026.
  • Unique Wealth bought 30,885 iShares Russell 1000 ETF shares in Q2 2026, an estimated $12.2M.
  • iShares Russell 1000 ETF made up 1.55% of Unique Wealth's portfolio in Q2 2026, its #19 holding.
  • Unique Wealth first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 660 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.