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

Wealthcare Capital 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	$730K	Buy	1,783 +424	+31%	+$168K	0.3%	68
2026 Q1	$485K	Buy	1,359 +595	+78%	+$222K	0.23%	89
2025 Q4	$285K	Sell	764 -2	-0.3%	-$741	0.13%	119
2025 Q3	$280K	Sell	766 -50	-6%	-$17.6K	0.13%	123
2025 Q2	$277K	Buy	+816	New	+$256K	0.14%	117

Other funds holding IWB

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

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

Wealthcare Capital Partners increased its iShares Russell 1000 ETF (IWB) stake by 31% in Q2 2026, buying an estimated $168K and bringing the position to 1,783 shares worth $730K. The position accounts for 0.3% of the portfolio, ranked #68.

Wealthcare Capital Partners first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. 746 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Wealthcare Capital Partners held 1,783 shares of iShares Russell 1000 ETF worth $730K as of Q2 2026.
Wealthcare Capital Partners bought 424 iShares Russell 1000 ETF shares in Q2 2026, an estimated $168K.
iShares Russell 1000 ETF made up 0.3% of Wealthcare Capital Partners's portfolio in Q2 2026, its #68 holding.
Wealthcare Capital Partners first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
746 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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