Wagner Wealth Management (South Carolina)’s iShares Russell 1000 ETF IWB Stock Holding History

Wagner Wealth Management (South Carolina)’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	$36.4K	Hold	89	–	–	0.01%	194
2026 Q1	$31.7K	Buy	+89	New	+$33.2K	0.01%	195
2025 Q3	–	Sell	-3,045	Closed	-$1.03M	–	260
2025 Q2	$1.03M	Hold	3,045	–	–	0.24%	50
2025 Q1	$934K	Hold	3,045	–	–	0.23%	51
2024 Q4	$981K	Hold	3,045	–	–	0.25%	50
2024 Q3	$957K	Sell	3,045 -14	-0.5%	-$4.24K	0.26%	47
2024 Q2	$910K	Buy	3,059 +14	+0.5%	+$4.02K	0.27%	50
2024 Q1	$877K	Hold	3,045	–	–	0.27%	52
2023 Q4	$799K	Hold	3,045	–	–	0.27%	61
2023 Q3	$715K	Hold	3,045	–	–	0.26%	62
2023 Q2	$742K	Hold	3,045	–	–	0.28%	60
2023 Q1	$686K	Hold	3,045	–	–	0.31%	59
2022 Q4	$641K	Hold	3,045	–	–	0.4%	54
2022 Q3	$601K	Sell	3,045 -851	-22%	-$187K	0.45%	49
2022 Q2	$809K	Sell	3,896 -3,896	-50%	-$881K	0.64%	37
2022 Q1	$1.95M	Buy	7,792 +3,896	+100%	+$962K	1.36%	17
2021 Q4	$1.03M	Hold	3,896	–	–	0.79%	31
2021 Q3	$1.01M	Hold	3,896	–	–	0.8%	34
2021 Q2	$943K	Hold	3,896	–	–	0.68%	41
2021 Q1	$872K	Sell	3,896 -60	-2%	-$13.1K	0.69%	40
2020 Q4	$838K	Buy	+3,956	New	+$790K	0.8%	37
2018 Q3	$691K	Hold	4,271	–	–	0.46%	58
2018 Q2	$649K	Buy	4,271 +891	+26%	+$134K	0.47%	53
2018 Q1	$496K	Sell	3,380 -100	-3%	-$15.2K	0.38%	60
2017 Q4	$535K	Buy	+3,480	New	+$504K	0.4%	56

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IWB Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 89 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #194.

Wagner Wealth Management (South Carolina) first reported a position in IWB in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.95M in Q1 2022. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Wagner Wealth Management (South Carolina) held 89 shares of iShares Russell 1000 ETF worth $36.4K as of Q2 2026.
Wagner Wealth Management (South Carolina) left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #194 holding.
Wagner Wealth Management (South Carolina) first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 25 quarters since.
Wagner Wealth Management (South Carolina)'s iShares Russell 1000 ETF position peaked at $1.95M in Q1 2022.
1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.