Wealth Quarterback
IWB icon

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

Wealth Quarterback’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
Q3 		$211K Buy
506
+1
+0.2% +$416 0.06% 166
2026
Q2 		$207K Buy
+505
New +$200K 0.06% 165
2020
Q2 		– Sell
-213
Closed -$30.2K – 430
2020
Q1 		$30.2K Buy
213
+1
+0.5% +$169 0.03% 281
2019
Q4 		$37.8K Buy
+212
New +$36.2K 0.03% 275

Other funds holding IWB

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Wealth Quarterback's IWB Position: Q3 2026 in Review

Wealth Quarterback increased its iShares Russell 1000 ETF (IWB) stake by 0.2% in Q3 2026, buying an estimated $416 and bringing the position to 506 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #166.

Wealth Quarterback first reported a position in IWB in Q4 2019 and has held it in 4 quarters since. 539 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Wealth Quarterback held 506 shares of iShares Russell 1000 ETF worth $211K as of Q3 2026.
  • Wealth Quarterback bought 1 iShares Russell 1000 ETF share in Q3 2026, an estimated $416.
  • iShares Russell 1000 ETF made up 0.06% of Wealth Quarterback's portfolio in Q3 2026, its #166 holding.
  • Wealth Quarterback first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 4 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.