WealthGarden F.S.’s iShares Russell 1000 ETF IWB Stock Holding History

WealthGarden F.S.’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	$367K	Hold	895	–	–	0.21%	122
2026 Q1	$319K	Sell	895 -3	-0.3%	-$1.12K	0.22%	121
2025 Q4	$341K	Buy	898 +215	+31%	+$79.6K	0.22%	111
2025 Q3	$252K	Hold	683	–	–	0.18%	131
2025 Q2	$237K	Buy	683 +20	+3%	+$6.28K	0.2%	122
2025 Q1	$203K	Buy	+663	New	+$214K	0.2%	123

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

WealthGarden F.S.'s IWB Position: Q2 2026 in Review

WealthGarden F.S. held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 895 shares worth $367K. The position accounts for 0.21% of the portfolio, ranked #122.

WealthGarden F.S. first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. 744 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

WealthGarden F.S. held 895 shares of iShares Russell 1000 ETF worth $367K as of Q2 2026.
WealthGarden F.S. left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.21% of WealthGarden F.S.'s portfolio in Q2 2026, its #122 holding.
WealthGarden F.S. first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
744 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.