Werba Rubin Papier Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Werba Rubin Papier Wealth 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	$348K	Buy	850 +2	+0.2%	+$793	0.04%	193
2026 Q1	$302K	Buy	848 +2	+0.2%	+$745	0.04%	197
2025 Q4	$316K	Buy	846 +2	+0.2%	+$741	0.09%	146
2025 Q3	$308K	Buy	844 +3	+0.4%	+$1.06K	0.05%	166
2025 Q2	$286K	Sell	841 -40	-5%	-$12.6K	0.05%	162
2025 Q1	$270K	Buy	881 +2	+0.2%	+$647	0.06%	139
2024 Q4	$283K	Hold	879	–	–	0.07%	142
2024 Q3	$276K	Buy	+879	New	+$266K	0.06%	136
2024 Q2	–	Sell	-889	Closed	-$256K	–	175
2024 Q1	$256K	Sell	889 -27	-3%	-$7.4K	0.07%	118
2023 Q4	$240K	Hold	916	–	–	0.08%	96
2023 Q3	$216K	Sell	916 -25	-3%	-$6.12K	0.08%	107
2023 Q2	$229K	Sell	941 -44	-4%	-$10.1K	0.08%	102
2023 Q1	$222K	Hold	985	–	–	0.09%	93
2022 Q4	$207K	Buy	+985	New	+$209K	0.09%	94

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Werba Rubin Papier Wealth Management's IWB Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.24% in Q2 2026, buying an estimated $793 and bringing the position to 850 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #193.

Werba Rubin Papier Wealth Management first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Werba Rubin Papier Wealth Management held 850 shares of iShares Russell 1000 ETF worth $348K as of Q2 2026.
Werba Rubin Papier Wealth Management bought 2 iShares Russell 1000 ETF shares in Q2 2026, an estimated $793.
iShares Russell 1000 ETF made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #193 holding.
Werba Rubin Papier Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.