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

Wealth Enhancement Trust 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 		$736K Sell
1,798
-10
-0.6% -$3.96K 0.08% 184
2026
Q1 		$645K Sell
1,808
-145
-7% -$54K 0.08% 191
2025
Q4 		$729K Buy
+1,953
New +$723K 0.09% 169

Other funds holding IWB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its iShares Russell 1000 ETF (IWB) stake by 0.55% in Q2 2026, selling an estimated $3.96K and leaving 1,798 shares worth $736K. The position accounts for 0.08% of the portfolio, ranked #184.

Wealth Enhancement Trust Services first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. 1,270 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,798 shares of iShares Russell 1000 ETF worth $736K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 10 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.96K.
  • iShares Russell 1000 ETF made up 0.08% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #184 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,270 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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