Valley Forge Investment Consultants’s iShares Russell 1000 ETF IWB Stock Holding History

Valley Forge Investment Consultants’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 Q1	$322K	Hold	903	–	–	0.1%	63
2025 Q4	$337K	Hold	903	–	–	0.1%	58
2025 Q3	$330K	Hold	903	–	–	0.1%	65
2025 Q2	$307K	Hold	903	–	–	0.1%	68
2025 Q1	$277K	Hold	903	–	–	0.1%	65
2024 Q4	$291K	Hold	903	–	–	0.1%	66
2024 Q3	$284K	Buy	903 +3	+0.3%	+$909	0.1%	65
2024 Q2	$268K	Hold	900	–	–	0.1%	65
2024 Q1	$259K	Hold	900	–	–	0.1%	66
2023 Q4	$236K	Hold	900	–	–	0.11%	62
2023 Q3	$211K	Buy	+900	New	+$220K	0.1%	65
2022 Q2	–	Sell	-900	Closed	-$225K	–	85
2022 Q1	$225K	Hold	900	–	–	0.09%	70
2021 Q4	$238K	Hold	900	–	–	0.11%	65
2021 Q3	$218K	Hold	900	–	–	0.12%	65
2021 Q2	$218K	Hold	900	–	–	0.12%	66
2021 Q1	$201K	Buy	+900	New	+$197K	0.14%	59

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Valley Forge Investment Consultants's IWB Position: Q1 2026 in Review

Valley Forge Investment Consultants held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 903 shares worth $322K. The position accounts for 0.1% of the portfolio, ranked #63.

Valley Forge Investment Consultants first reported a position in IWB in Q1 2021 and has held it in 16 quarters since. The position peaked at $337K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Valley Forge Investment Consultants held 903 shares of iShares Russell 1000 ETF worth $322K as of Q1 2026.
Valley Forge Investment Consultants left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.1% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #63 holding.
Valley Forge Investment Consultants first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 16 quarters since.
Valley Forge Investment Consultants's iShares Russell 1000 ETF position peaked at $337K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.