Wealth Advisors of Iowa’s iShares Russell 1000 ETF IWB Stock Holding History

Wealth Advisors of Iowa’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	$341K	Hold	832	–	–	0.09%	64
2026 Q1	$297K	Hold	832	–	–	0.09%	71
2025 Q4	$311K	Hold	832	–	–	0.1%	66
2025 Q3	$304K	Hold	832	–	–	0.1%	59
2025 Q2	$282K	Hold	832	–	–	0.11%	58
2025 Q1	$255K	Hold	832	–	–	0.11%	60
2024 Q4	$268K	Sell	832 -23	-3%	-$7.45K	0.14%	50
2024 Q3	$269K	Buy	+855	New	+$259K	0.14%	51
2024 Q2	–	Sell	-855	Closed	-$246K	–	59
2024 Q1	$246K	Hold	855	–	–	0.15%	53
2023 Q4	$224K	Hold	855	–	–	0.15%	53
2023 Q3	$201K	Hold	855	–	–	0.14%	55
2023 Q2	$208K	Buy	+855	New	+$197K	0.15%	54

Other funds holding IWB

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Wealth Advisors of Iowa's IWB Position: Q2 2026 in Review

Wealth Advisors of Iowa held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 832 shares worth $341K. The position accounts for 0.09% of the portfolio, ranked #64.

Wealth Advisors of Iowa first reported a position in IWB in Q2 2023 and has held it in 12 quarters since. 746 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Wealth Advisors of Iowa held 832 shares of iShares Russell 1000 ETF worth $341K as of Q2 2026.
Wealth Advisors of Iowa left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.09% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #64 holding.
Wealth Advisors of Iowa first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 12 quarters since.
746 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.