USA Financial Formulas’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $614K | Sell |
1,723
-98
| -5% | -$36.5K | 0.12% | 71 |
|
|
2025
Q4 | $680K | Sell |
1,821
-118
| -6% | -$43.7K | 0.12% | 63 |
|
|
2025
Q3 | $709K | Sell |
1,939
-377
| -16% | -$133K | 0.12% | 69 |
|
|
2025
Q2 | $786K | Sell |
2,316
-470
| -17% | -$148K | 0.13% | 74 |
|
|
2025
Q1 | $855K | Sell |
2,786
-252
| -8% | -$81.5K | 0.14% | 61 |
|
|
2024
Q4 | $979K | Sell |
3,038
-165
| -5% | -$53.5K | 0.15% | 66 |
|
|
2024
Q3 | $1.01M | Sell |
3,203
-486
| -13% | -$147K | 0.16% | 66 |
|
|
2024
Q2 | $1.1M | Sell |
3,689
-504
| -12% | -$145K | 0.18% | 48 |
|
|
2024
Q1 | $1.21M | Sell |
4,193
-170
| -4% | -$46.6K | 0.2% | 50 |
|
|
2023
Q4 | $1.14M | Buy |
4,363
+2,715
| +165% | +$665K | 0.2% | 62 |
|
|
2023
Q3 | $387K | Sell |
1,648
-263
| -14% | -$64.4K | 0.58% | 46 |
|
|
2023
Q2 | $466K | Sell |
1,911
-573
| -23% | -$132K | 0.72% | 45 |
|
|
2023
Q1 | $559K | Buy |
+2,484
| New | +$547K | 0.91% | 35 |
|
|
2022
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 182 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 205 |
|
|
2022
Q1 | $3K | Sell |
10
-1,818
| -99% | -$449K | ﹤0.01% | 203 |
|
|
2021
Q4 | $483K | Buy |
1,828
+171
| +10% | +$44K | 0.41% | 62 |
|
|
2021
Q3 | $401K | Buy |
1,657
+324
| +24% | +$80.5K | 0.36% | 87 |
|
|
2021
Q2 | $323K | Sell |
1,333
-163
| -11% | -$38.4K | 0.27% | 107 |
|
|
2021
Q1 | $335K | Sell |
1,496
-93
| -6% | -$20.4K | 0.27% | 95 |
|
|
2020
Q4 | $337K | Sell |
1,589
-1,062
| -40% | -$212K | 0.27% | 89 |
|
|
2020
Q3 | $496K | Buy |
2,651
+2,589
| +4,176% | +$478K | 0.37% | 76 |
|
|
2020
Q2 | $11K | Hold |
62
| – | – | 0.01% | 79 |
|
|
2020
Q1 | $9K | Sell |
62
-4,005
| -98% | -$677K | 0.01% | 152 |
|
|
2019
Q4 | $726K | Sell |
4,067
-679
| -14% | -$116K | 0.3% | 80 |
|
|
2019
Q3 | $781K | Sell |
4,746
-3,251
| -41% | -$534K | 0.3% | 84 |
|
|
2019
Q2 | $1.26M | Buy |
7,997
+803
| +11% | +$129K | 0.63% | 48 |
|
|
2019
Q1 | $1.13M | Sell |
7,194
-675
| -9% | -$102K | 0.71% | 48 |
|
|
2018
Q4 | $1.27M | Buy |
7,869
+1,179
| +18% | +$176K | 0.32% | 61 |
|
|
2018
Q3 | $1.02M | Buy |
6,690
+1,165
| +21% | +$185K | 0.26% | 61 |
|
|
2018
Q2 | $811K | Sell |
5,525
-66
| -1% | -$9.94K | 0.2% | 100 |
|
|
2018
Q1 | $821K | Buy |
5,591
+3,887
| +228% | +$591K | 0.2% | 100 |
|
|
2017
Q4 | $253K | Buy |
+1,704
| New | +$247K | 0.06% | 236 |
|
Other funds holding IWB
USA Financial Formulas's IWB Position: Q1 2026 in Review
USA Financial Formulas reduced its iShares Russell 1000 ETF (IWB) stake by 5.4% in Q1 2026, selling an estimated $36.5K and leaving 1,723 shares worth $614K. The position accounts for 0.12% of the portfolio, ranked #71.
USA Financial Formulas first reported a position in IWB in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.27M in Q4 2018. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- USA Financial Formulas held 1,723 shares of iShares Russell 1000 ETF worth $614K as of Q1 2026.
- USA Financial Formulas sold 98 iShares Russell 1000 ETF shares in Q1 2026, an estimated $36.5K.
- iShares Russell 1000 ETF made up 0.12% of USA Financial Formulas's portfolio in Q1 2026, its #71 holding.
- USA Financial Formulas first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 33 quarters since.
- USA Financial Formulas's iShares Russell 1000 ETF position peaked at $1.27M in Q4 2018.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.