Wealth Architects’s iShares Russell 1000 ETF IWB Stock Holding History

Wealth Architects’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	$1.28M	Hold	3,121	–	–	0.1%	95
2026 Q1	$1.11M	Hold	3,121	–	–	0.1%	94
2025 Q4	$1.17M	Hold	3,121	–	–	0.11%	86
2025 Q3	$1.14M	Hold	3,121	–	–	0.11%	87
2025 Q2	$1.06M	Sell	3,121 -5,610	-64%	-$1.76M	0.11%	86
2025 Q1	$2.68M	Buy	8,731 +5,610	+180%	+$1.81M	0.3%	49
2024 Q4	$1.01M	Hold	3,121	–	–	0.11%	81
2024 Q3	$981K	Hold	3,121	–	–	0.11%	81
2024 Q2	$929K	Hold	3,121	–	–	0.11%	82
2024 Q1	$899K	Hold	3,121	–	–	0.12%	78
2023 Q4	$819K	Hold	3,121	–	–	0.11%	79
2023 Q3	$733K	Hold	3,121	–	–	0.12%	81
2023 Q2	$761K	Hold	3,121	–	–	0.13%	76
2023 Q1	$703K	Hold	3,121	–	–	0.12%	78
2022 Q4	$657K	Hold	3,121	–	–	0.12%	78
2022 Q3	$616K	Hold	3,121	–	–	0.13%	74
2022 Q2	$648K	Buy	+3,121	New	+$705K	0.13%	75
2015 Q1	–	Sell	-1,854	Closed	-$213K	–	101
2014 Q4	$213K	Buy	+1,854	New	+$208K	0.13%	95

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 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

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

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

Wealth Architects's IWB Position: Q2 2026 in Review

Wealth Architects held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 3,121 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #95.

Wealth Architects first reported a position in IWB in Q4 2014 and has held it in 18 quarters since. The position peaked at $2.68M in Q1 2025. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Wealth Architects held 3,121 shares of iShares Russell 1000 ETF worth $1.28M as of Q2 2026.
Wealth Architects left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.1% of Wealth Architects's portfolio in Q2 2026, its #95 holding.
Wealth Architects first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 18 quarters since.
Wealth Architects's iShares Russell 1000 ETF position peaked at $2.68M in Q1 2025.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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