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Wealthquest’s iShares Russell 1000 ETF IWB Stock Holding History

Wealthquest’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 		$1.25M Hold
3,058
– – 0.08% 53
2026
Q1 		$1.09M Sell
3,058
-99
-3% -$36.9K 0.08% 55
2025
Q4 		$1.18M Buy
+3,157
New +$1.17M 0.09% 52
2025
Q3 		– Sell
-3,206
Closed -$1.09M – 84
2025
Q2 		$1.09M Hold
3,206
– – 0.09% 48
2025
Q1 		$983K Hold
3,206
– – 0.08% 51
2024
Q4 		$1.03M Hold
3,206
– – 0.08% 49
2024
Q3 		$999K Hold
3,206
– – 0.09% 50
2024
Q2 		$954K Hold
3,206
– – 0.1% 51
2024
Q1 		$923K Hold
3,206
– – 0.1% 51
2023
Q4 		$841K Hold
3,206
– – 0.09% 60
2023
Q3 		$753K Hold
3,206
– – 0.09% 60
2023
Q2 		$781K Sell
3,206
-8
-0.2% -$1.84K 0.09% 57
2023
Q1 		$724K Hold
3,214
– – 0.09% 62
2022
Q4 		$677K Hold
3,214
– – 0.09% 66
2022
Q3 		$634K Hold
3,214
– – 0.09% 64
2022
Q2 		$667K Hold
3,214
– – 0.1% 62
2022
Q1 		$849K Hold
3,214
– – 0.13% 59
2021
Q4 		$849K Sell
3,214
-248
-7% -$63.8K 0.13% 59
2021
Q3 		$836K Sell
3,462
-19
-0.5% -$4.72K 0.14% 59
2021
Q2 		$842K Sell
3,481
-105
-3% -$24.7K 0.14% 58
2021
Q1 		$802K Sell
3,586
-100
-3% -$21.9K 0.15% 57
2020
Q4 		$780K Sell
3,686
-148
-4% -$29.5K 0.17% 57
2020
Q3 		$717K Sell
3,834
-48
-1% -$8.87K 0.18% 53
2020
Q2 		$666K Buy
+3,882
New +$628K 0.17% 59
2019
Q4 		$854K Buy
4,791
+899
+23% +$153K 0.24% 63
2019
Q3 		$640K Buy
3,892
+121
+3% +$19.9K 0.21% 69
2019
Q2 		$613K Hold
3,771
– – 0.23% 70
2019
Q1 		$593K Hold
3,771
– – 0.22% 71
2018
Q4 		$523K Buy
+3,771
New +$564K 0.21% 74

Other funds holding IWB

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
Wealth Enhancement Advisory Services
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
BP
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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
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

Wealthquest's IWB Position: Q2 2026 in Review

Wealthquest held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 3,058 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #53.

Wealthquest first reported a position in IWB in Q4 2018 and has held it in 29 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Wealthquest held 3,058 shares of iShares Russell 1000 ETF worth $1.25M as of Q2 2026.
  • Wealthquest left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.08% of Wealthquest's portfolio in Q2 2026, its #53 holding.
  • Wealthquest first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 29 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.