Wellspring Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Wellspring Financial Advisors’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	$478K	Buy	1,167 +2	+0.2%	+$793	0.03%	171
2026 Q1	$415K	Buy	1,165 +3	+0.3%	+$1.12K	0.03%	177
2025 Q4	$434K	Buy	1,162 +3	+0.3%	+$1.11K	0.03%	157
2025 Q3	$424K	Sell	1,159 -113	-9%	-$39.8K	0.04%	99
2025 Q2	$432K	Buy	1,272 +3	+0.2%	+$942	0.04%	91
2025 Q1	$389K	Buy	1,269 +2	+0.2%	+$647	0.04%	81
2024 Q4	$408K	Buy	1,267 +4	+0.3%	+$1.3K	0.04%	87
2024 Q3	$397K	Buy	1,263 +3	+0.2%	+$909	0.05%	96
2024 Q2	$375K	Buy	1,260 +3	+0.2%	+$861	0.05%	96
2024 Q1	$362K	Buy	1,257 +224	+22%	+$61.4K	0.06%	89
2023 Q4	$271K	Buy	1,033 +8	+0.8%	+$1.96K	0.07%	101
2023 Q3	$241K	Hold	1,025	–	–	0.07%	99
2023 Q2	$250K	Buy	1,025 +3	+0.3%	+$691	0.07%	89
2023 Q1	$230K	Buy	1,022 +4	+0.4%	+$880	0.07%	100
2022 Q4	$214K	Buy	1,018 +4	+0.4%	+$847	0.07%	99
2022 Q3	$200K	Buy	1,014 +5	+0.5%	+$1.1K	0.07%	80
2022 Q2	$210K	Hold	1,009	–	–	0.07%	81
2022 Q1	$252K	Buy	1,009 +3	+0.3%	+$741	0.07%	79
2021 Q4	$266K	Buy	1,006 +3	+0.3%	+$772	0.07%	80
2021 Q3	$242K	Buy	1,003 +3	+0.3%	+$746	0.07%	86
2021 Q2	$242K	Buy	+1,000	New	+$236K	0.08%	82
2021 Q1	–	Sell	-994	Closed	-$211K	–	99
2020 Q4	$211K	Buy	+994	New	+$198K	0.07%	86

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 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

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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

Wellspring Financial Advisors's IWB Position: Q2 2026 in Review

Wellspring Financial Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.17% in Q2 2026, buying an estimated $793 and bringing the position to 1,167 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #171.

Wellspring Financial Advisors first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Wellspring Financial Advisors held 1,167 shares of iShares Russell 1000 ETF worth $478K as of Q2 2026.
Wellspring Financial Advisors bought 2 iShares Russell 1000 ETF shares in Q2 2026, an estimated $793.
iShares Russell 1000 ETF made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #171 holding.
Wellspring Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.