RAFFA WEALTH MANAGEMENT, LLC’s iShares Russell 1000 ETF IWB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	–	Sell	-22,675	Closed	-$8.47M	–	1523
2025 Q4	$8.47M	Hold	22,675	–	–	1.3%	15
2025 Q3	$8.29M	Sell	22,675 -1,700	-7%	-$599K	1.49%	12
2025 Q2	$8.28M	Sell	24,375 -1,200	-5%	-$377K	1.66%	12
2025 Q1	$7.84M	Hold	25,575	–	–	1.79%	11
2024 Q4	$8.24M	Hold	25,575	–	–	1.92%	11
2024 Q3	$8.04M	Hold	25,575	–	–	1.94%	10
2024 Q2	$7.61M	Sell	25,575 -1,675	-6%	-$481K	2.16%	9
2024 Q1	$7.85M	Buy	+27,250	New	+$7.47M	2.34%	7
2023 Q3	$17M	Buy	+72,178	New	+$17.7M	5.77%	5
2022 Q4	$15.2M	Hold	72,178	–	–	6.22%	4
2022 Q3	$14.2M	Buy	+72,178	New	+$15.8M	6.31%	4
2021 Q4	$20.1M	Hold	76,028	–	–	6.58%	5
2021 Q3	$18.4M	Hold	76,028	–	–	6.37%	5
2021 Q2	$18.4M	Buy	+76,028	New	+$17.9M	6.36%	4
2020 Q4	$16.1M	Buy	+76,028	New	+$15.2M	5.72%	4
2020 Q2	$13.7M	Buy	79,878 +39,939	+100%	+$6.46M	5.23%	4
2020 Q1	$5.65M	Buy	+39,939	New	+$6.75M	2.1%	6
2019 Q3	$6.43M	Buy	+39,094	New	+$6.42M	2.3%	5
2016 Q1	–	Sell	-350	Closed	-$39.7K	–	853
2015 Q4	$39.7K	Buy	+350	New	+$40K	0.02%	102
2015 Q2	$53.7K	Sell	463 -152	-25%	-$17.9K	0.03%	84
2015 Q1	$71.2K	Buy	+615	New	+$71K	0.04%	63

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

RAFFA WEALTH MANAGEMENT, LLC's IWB Position: Q1 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 22,675 shares — an estimated $8.47M sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IWB in Q1 2015 and held it in 21 quarters. The position peaked at $20.1M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 22,675 iShares Russell 1000 ETF shares in Q1 2026, an estimated $8.47M.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Russell 1000 ETF in Q1 2015 and held it in 21 quarters.
RAFFA WEALTH MANAGEMENT, LLC's iShares Russell 1000 ETF position peaked at $20.1M in Q4 2021.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2026, filed 27 Jul 2026.