WealthPlan Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

WealthPlan Investment Management’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	$1.39M	Sell	3,384 -141	-4%	-$55.9K	0.07%	197
2026 Q1	$1.26M	Buy	3,525 +1,437	+69%	+$535K	0.07%	196
2025 Q4	$780K	Sell	2,088 -37	-2%	-$13.7K	0.05%	215
2025 Q3	$777K	Hold	2,125	–	–	0.05%	194
2025 Q2	$722K	Buy	+2,125	New	+$667K	0.05%	201
2023 Q1	–	Sell	-1,542	Closed	-$351K	–	504
2022 Q4	$351K	Hold	1,542	–	–	0.02%	292
2022 Q3	$333K	Buy	+1,542	New	+$338K	0.02%	290
2022 Q1	$351K	Buy	+1,542	New	+$381K	0.02%	297

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

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

WealthPlan Investment Management's IWB Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares Russell 1000 ETF (IWB) stake by 4% in Q2 2026, selling an estimated $55.9K and leaving 3,384 shares worth $1.39M. The position accounts for 0.07% of the portfolio, ranked #197.

WealthPlan Investment Management first reported a position in IWB in Q1 2022 and has held it in 8 quarters since. 616 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

WealthPlan Investment Management held 3,384 shares of iShares Russell 1000 ETF worth $1.39M as of Q2 2026.
WealthPlan Investment Management sold 141 iShares Russell 1000 ETF shares in Q2 2026, an estimated $55.9K.
iShares Russell 1000 ETF made up 0.07% of WealthPlan Investment Management's portfolio in Q2 2026, its #197 holding.
WealthPlan Investment Management first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 8 quarters since.
616 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.