Wealthcare Advisory Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Wealthcare Advisory Partners’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	$18.9M	Sell	46,059 -1,369	-3%	-$543K	0.36%	56
2026 Q1	$16.9M	Buy	47,428 +2,961	+7%	+$1.1M	0.33%	65
2025 Q4	$16.6M	Sell	44,467 -575	-1%	-$213K	0.33%	62
2025 Q3	$16.5M	Sell	45,042 -1,107	-2%	-$390K	0.34%	56
2025 Q2	$15.7M	Buy	46,149 +6,639	+17%	+$2.08M	0.36%	57
2025 Q1	$12.1M	Buy	39,510 +12,856	+48%	+$4.16M	0.33%	64
2024 Q4	$8.59M	Sell	26,654 -1,158	-4%	-$375K	0.24%	82
2024 Q3	$8.74M	Sell	27,812 -355	-1%	-$108K	0.25%	80
2024 Q2	$8.38M	Sell	28,167 -1,877	-6%	-$539K	0.26%	71
2024 Q1	$8.65M	Sell	30,044 -2	-0%	-$548	0.28%	64
2023 Q4	$7.88M	Buy	30,046 +13,200	+78%	+$3.23M	0.31%	61
2023 Q3	$3.96M	Sell	16,846 -3,612	-18%	-$884K	0.18%	95
2023 Q2	$4.99M	Sell	20,458 -4,497	-18%	-$1.04M	0.22%	80
2023 Q1	$5.62M	Sell	24,955 -13,841	-36%	-$3.05M	0.24%	78
2022 Q4	$8.17M	Sell	38,796 -33,918	-47%	-$7.18M	0.39%	52
2022 Q3	$14.3M	Buy	72,714 +70,840	+3,780%	+$15.5M	0.82%	26
2022 Q2	$389K	Buy	1,874 +1,021	+120%	+$231K	0.02%	379
2022 Q1	$213K	Sell	853 -807	-49%	-$199K	0.01%	506
2021 Q4	$439K	Buy	1,660 +317	+24%	+$81.6K	0.03%	339
2021 Q3	$325K	Buy	1,343 +60	+5%	+$14.9K	0.02%	395
2021 Q2	$311K	Buy	1,283 +763	+147%	+$180K	0.02%	417
2021 Q1	$116K	Buy	+520	New	+$114K	0.01%	627
2020 Q2	–	Sell	-618	Closed	-$87K	–	863
2020 Q1	$87K	Buy	618 +347	+128%	+$58.7K	0.01%	401
2019 Q4	$48K	Hold	271	–	–	0.01%	557
2019 Q3	$45K	Hold	271	–	–	0.01%	558
2019 Q2	$44K	Hold	271	–	–	0.01%	539
2019 Q1	$43K	Hold	271	–	–	0.01%	496
2018 Q4	$38K	Hold	271	–	–	0.01%	487
2018 Q3	$44K	Buy	271 +171	+171%	+$27.1K	0.01%	499
2018 Q2	$15K	Hold	100	–	–	﹤0.01%	737
2018 Q1	$15K	Hold	100	–	–	﹤0.01%	647
2017 Q4	$15K	Hold	100	–	–	﹤0.01%	592
2017 Q3	$14K	Buy	+100	New	+$13.7K	﹤0.01%	484

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

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

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

Wealthcare Advisory Partners's IWB Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Russell 1000 ETF (IWB) stake by 2.9% in Q2 2026, selling an estimated $543K and leaving 46,059 shares worth $18.9M. The position accounts for 0.36% of the portfolio, ranked #56.

Wealthcare Advisory Partners first reported a position in IWB in Q3 2017 and has held it in 33 quarters since. 413 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Wealthcare Advisory Partners held 46,059 shares of iShares Russell 1000 ETF worth $18.9M as of Q2 2026.
Wealthcare Advisory Partners sold 1,369 iShares Russell 1000 ETF shares in Q2 2026, an estimated $543K.
iShares Russell 1000 ETF made up 0.36% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #56 holding.
Wealthcare Advisory Partners first reported a position in iShares Russell 1000 ETF in Q3 2017 and has held it in 33 quarters since.
413 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.