WBH Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

WBH Advisory’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	$607K	Buy	1,482 +344	+30%	+$136K	0.04%	232
2026 Q1	$409K	Buy	1,138 +159	+16%	+$59.2K	0.03%	257
2025 Q4	$366K	Hold	979	–	–	0.03%	271
2025 Q3	$358K	Sell	979 -3	-0.3%	-$1.06K	0.03%	272
2025 Q2	$333K	Buy	+982	New	+$308K	0.03%	276
2022 Q1	–	Sell	-808	Closed	-$214K	–	321
2021 Q4	$214K	Buy	+808	New	+$208K	0.02%	301

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 29.18% 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

WBH Advisory's IWB Position: Q2 2026 in Review

WBH Advisory increased its iShares Russell 1000 ETF (IWB) stake by 30% in Q2 2026, buying an estimated $136K and bringing the position to 1,482 shares worth $607K. The position accounts for 0.04% of the portfolio, ranked #232.

WBH Advisory first reported a position in IWB in Q4 2021 and has held it in 6 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

WBH Advisory held 1,482 shares of iShares Russell 1000 ETF worth $607K as of Q2 2026.
WBH Advisory bought 344 iShares Russell 1000 ETF shares in Q2 2026, an estimated $136K.
iShares Russell 1000 ETF made up 0.04% of WBH Advisory's portfolio in Q2 2026, its #232 holding.
WBH Advisory first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 6 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.