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United Asset Strategies’s iShares Russell 1000 ETF IWB Stock Holding History

United Asset Strategies’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 		$749K Sell
1,828
-67
-4% -$26.6K 0.05% 174
2026
Q1 		$676K Sell
1,895
-24
-1% -$8.94K 0.05% 176
2025
Q4 		$717K Sell
1,919
-74
-4% -$27.4K 0.06% 174
2025
Q3 		$728K Sell
1,993
-143
-7% -$50.4K 0.06% 169
2025
Q2 		$725K Sell
2,136
-46
-2% -$14.4K 0.06% 166
2025
Q1 		$669K Buy
2,182
+23
+1% +$7.44K 0.06% 172
2024
Q4 		$696K Sell
2,159
-132
-6% -$42.8K 0.06% 161
2024
Q3 		$720K Sell
2,291
-31
-1% -$9.39K 0.07% 167
2024
Q2 		$691K Sell
2,322
-556
-19% -$160K 0.07% 158
2024
Q1 		$829K Sell
2,878
-107
-4% -$29.3K 0.08% 161
2023
Q4 		$783K Buy
2,985
+128
+4% +$31.3K 0.09% 160
2023
Q3 		$671K Sell
2,857
-60
-2% -$14.7K 0.09% 155
2023
Q2 		$711K Buy
2,917
+14
+0.5% +$3.22K 0.09% 150
2023
Q1 		$654K Buy
2,903
+34
+1% +$7.48K 0.09% 157
2022
Q4 		$604K Buy
2,869
+63
+2% +$13.3K 0.08% 170
2022
Q3 		$554K Sell
2,806
-280
-9% -$61.4K 0.09% 148
2022
Q2 		$641K Sell
3,086
-238
-7% -$53.8K 0.09% 145
2022
Q1 		$831K Sell
3,324
-168
-5% -$41.5K 0.11% 130
2021
Q4 		$923K Sell
3,492
-275
-7% -$70.8K 0.11% 126
2021
Q3 		$910K Sell
3,767
-959
-20% -$238K 0.12% 126
2021
Q2 		$1.14M Sell
4,726
-588
-11% -$139K 0.15% 105
2021
Q1 		$1.19M Buy
5,314
+2
+0% +$438 0.17% 97
2020
Q4 		$1.13M Buy
5,312
+57
+1% +$11.4K 0.18% 100
2020
Q3 		$983K Sell
5,255
-476
-8% -$87.9K 0.18% 95
2020
Q2 		$984K Sell
5,731
-188
-3% -$30.4K 0.19% 92
2020
Q1 		$838K Buy
5,919
+142
+2% +$24K 0.21% 92
2019
Q4 		$1.03M Sell
5,777
-104
-2% -$17.7K 0.2% 99
2019
Q3 		$968K Sell
5,881
-585
-9% -$96K 0.21% 97
2019
Q2 		$1.05M Sell
6,466
-590
-8% -$94.5K 0.24% 94
2019
Q1 		$1.11M Buy
7,056
+195
+3% +$29.5K 0.26% 97
2018
Q4 		$952K Sell
6,861
-514
-7% -$76.9K 0.26% 86
2018
Q3 		$1.19M Sell
7,375
-440
-6% -$69.8K 0.28% 82
2018
Q2 		$1.19M Buy
7,815
+283
+4% +$42.6K 0.31% 79
2018
Q1 		$1.11M Buy
7,532
+859
+13% +$131K 0.33% 79
2017
Q4 		$992K Sell
6,673
-8,742
-57% -$1.27M 0.27% 87
2017
Q3 		$2.16M Buy
15,415
+2,234
+17% +$307K 1.22% 27
2017
Q2 		$1.78M Sell
13,181
-303
-2% -$40.4K 0.53% 54
2017
Q1 		$1.77M Buy
13,484
+29
+0.2% +$3.76K 0.54% 54
2016
Q4 		$1.68M Buy
13,455
+2,091
+18% +$254K 0.55% 56
2016
Q3 		$1.37M Buy
11,364
+1,473
+15% +$177K 0.48% 59
2016
Q2 		$1.16M Buy
9,891
+1,815
+22% +$209K 0.43% 59
2016
Q1 		$921K Buy
8,076
+2,619
+48% +$283K 0.41% 60
2015
Q4 		$618K Buy
5,457
+84
+2% +$9.61K 0.27% 80
2015
Q3 		$575K Buy
5,373
+730
+16% +$82.9K 0.26% 77
2015
Q2 		$539K Buy
4,643
+596
+15% +$70.3K 0.24% 84
2015
Q1 		$473K Buy
4,047
+944
+30% +$109K 0.22% 82
2014
Q4 		$356K Buy
3,103
+750
+32% +$84.1K 0.15% 94
2014
Q3 		$259K Buy
+2,353
New +$260K 0.12% 111

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
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 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

United Asset Strategies's IWB Position: Q2 2026 in Review

United Asset Strategies reduced its iShares Russell 1000 ETF (IWB) stake by 3.5% in Q2 2026, selling an estimated $26.6K and leaving 1,828 shares worth $749K. The position accounts for 0.05% of the portfolio, ranked #174.

United Asset Strategies first reported a position in IWB in Q3 2014 and has held it in 48 quarters since. The position peaked at $2.16M in Q3 2017. 750 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • United Asset Strategies held 1,828 shares of iShares Russell 1000 ETF worth $749K as of Q2 2026.
  • United Asset Strategies sold 67 iShares Russell 1000 ETF shares in Q2 2026, an estimated $26.6K.
  • iShares Russell 1000 ETF made up 0.05% of United Asset Strategies's portfolio in Q2 2026, its #174 holding.
  • United Asset Strategies first reported a position in iShares Russell 1000 ETF in Q3 2014 and has held it in 48 quarters since.
  • United Asset Strategies's iShares Russell 1000 ETF position peaked at $2.16M in Q3 2017.
  • 750 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.