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Warren Street Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Warren Street Wealth Advisors’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 		$1.06M Hold
2,599
– – 0.24% 42
2026
Q1 		$927K Sell
2,599
-43
-2% -$16K 0.24% 40
2025
Q4 		$987K Sell
2,642
-573
-18% -$212K 0.28% 35
2025
Q3 		$1.18M Sell
3,215
-98
-3% -$34.5K 0.35% 37
2025
Q2 		$1.12M Sell
3,313
-1
-0% -$314 0.37% 38
2025
Q1 		$1.02M Sell
3,314
-36
-1% -$11.6K 0.39% 34
2024
Q4 		$1.08M Sell
3,350
-71
-2% -$23K 0.44% 30
2024
Q3 		$1.08M Sell
3,421
-120
-3% -$36.3K 0.44% 30
2024
Q2 		$1.05M Sell
3,541
-128
-3% -$36.8K 0.52% 27
2024
Q1 		$1.06M Sell
3,669
-88
-2% -$24.1K 0.52% 27
2023
Q4 		$985K Sell
3,757
-326
-8% -$79.8K 0.56% 26
2023
Q3 		$959K Hold
4,083
– – 0.63% 22
2023
Q2 		$995K Buy
4,083
+8
+0.2% +$1.84K 0.66% 22
2023
Q1 		$918K Buy
4,075
+1,017
+33% +$224K 0.65% 18
2022
Q4 		$644K Buy
+3,058
New +$647K 0.52% 23

Other funds holding IWB

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Warren Street Wealth Advisors's IWB Position: Q2 2026 in Review

Warren Street Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,599 shares worth $1.06M. The position accounts for 0.24% of the portfolio, ranked #42.

Warren Street Wealth Advisors first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q3 2025. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Warren Street Wealth Advisors held 2,599 shares of iShares Russell 1000 ETF worth $1.06M as of Q2 2026.
  • Warren Street Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.24% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Warren Street Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
  • Warren Street Wealth Advisors's iShares Russell 1000 ETF position peaked at $1.18M in Q3 2025.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.