Wealth Enhancement Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

Wealth Enhancement Advisory Services’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	$136M	Buy	336,014 +2,389	+0.7%	+$947K	0.23%	73
2026 Q1	$118M	Sell	333,625 -174,969	-34%	-$65.2M	0.24%	73
2025 Q4	$193M	Sell	508,594 -15,782	-3%	-$5.85M	0.26%	68
2025 Q3	$193M	Sell	524,376 -18,382	-3%	-$6.47M	0.29%	59
2025 Q2	$187M	Buy	542,758 +205,101	+61%	+$64.4M	0.31%	60
2025 Q1	$104M	Sell	337,657 -1,570	-0.5%	-$508K	0.2%	96
2024 Q4	$109M	Buy	339,227 +31,790	+10%	+$10.3M	0.21%	95
2024 Q3	$96.7M	Buy	307,437 +6,505	+2%	+$1.97M	0.21%	101
2024 Q2	$89.5M	Sell	300,932 -1,134	-0.4%	-$326K	0.21%	98
2024 Q1	$87M	Sell	302,066 -6,882	-2%	-$1.89M	0.23%	97
2023 Q4	$81M	Buy	308,948 +4,219	+1%	+$1.03M	0.24%	93
2023 Q3	$71.6M	Buy	304,729 +88,373	+41%	+$21.6M	0.24%	91
2023 Q2	$52.7M	Sell	216,356 -39,536	-15%	-$9.1M	0.57%	30
2023 Q1	$57.6M	Buy	255,892 +23,089	+10%	+$5.08M	0.67%	30
2022 Q4	$51.5M	Sell	232,803 -4,419	-2%	-$935K	0.66%	30
2022 Q3	$47.6M	Buy	237,222 +122,915	+108%	+$27M	0.68%	32
2022 Q2	$24.5M	Buy	114,307 +50,523	+79%	+$11.4M	0.34%	52
2022 Q1	$16.1M	Buy	63,784 +57,052	+847%	+$14.1M	0.22%	59
2021 Q4	$1.67M	Buy	6,732 +4,339	+181%	+$1.12M	0.02%	182
2021 Q3	$615K	Sell	2,393 -23	-1%	-$5.72K	0.01%	237
2021 Q2	$591K	Sell	2,416 -73	-3%	-$17.2K	0.01%	228
2021 Q1	$571K	Sell	2,489 -21	-0.8%	-$4.6K	0.01%	225
2020 Q4	$536K	Buy	2,510 +617	+33%	+$123K	0.01%	192
2020 Q3	$374K	Sell	1,893 -13	-0.7%	-$2.4K	0.01%	194
2020 Q2	$347K	Hold	1,906	–	–	0.01%	193
2020 Q1	$300K	Buy	1,906 +61	+3%	+$10.3K	0.01%	195
2019 Q4	$329K	Hold	1,845	–	–	0.01%	195
2019 Q3	$303K	Hold	1,845	–	–	0.01%	191
2019 Q2	$309K	Hold	1,845	–	–	0.01%	189
2019 Q1	$301K	Buy	+1,845	New	+$279K	0.02%	171

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 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

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services's IWB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Russell 1000 ETF (IWB) stake by 0.72% in Q2 2026, buying an estimated $947K and bringing the position to 336,014 shares worth $136M. The position accounts for 0.23% of the portfolio, ranked #73.

Wealth Enhancement Advisory Services first reported a position in IWB in Q1 2019 and has held it in 30 quarters since. The position peaked at $193M in Q4 2025. 408 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Wealth Enhancement Advisory Services held 336,014 shares of iShares Russell 1000 ETF worth $136M as of Q2 2026.
Wealth Enhancement Advisory Services bought 2,389 iShares Russell 1000 ETF shares in Q2 2026, an estimated $947K.
iShares Russell 1000 ETF made up 0.23% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #73 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Russell 1000 ETF in Q1 2019 and has held it in 30 quarters since.
Wealth Enhancement Advisory Services's iShares Russell 1000 ETF position peaked at $193M in Q4 2025.
408 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.