West Michigan Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

West Michigan 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	$444K	Sell	1,085 -32	-3%	-$12.7K	0.08%	195
2026 Q1	$398K	Sell	1,117 -597	-35%	-$222K	0.09%	197
2025 Q4	$640K	Buy	1,714 +15	+0.9%	+$5.56K	0.15%	139
2025 Q3	$621K	Buy	1,699 +81	+5%	+$28.5K	0.15%	127
2025 Q2	$549K	Sell	1,618 -398	-20%	-$125K	0.16%	107
2025 Q1	$618K	Buy	2,016 +1,160	+136%	+$375K	0.21%	86
2024 Q4	$276K	Buy	+856	New	+$277K	0.08%	173

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 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

West Michigan Advisors's IWB Position: Q2 2026 in Review

West Michigan Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 2.9% in Q2 2026, selling an estimated $12.7K and leaving 1,085 shares worth $444K. The position accounts for 0.08% of the portfolio, ranked #195.

West Michigan Advisors first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $640K in Q4 2025. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

West Michigan Advisors held 1,085 shares of iShares Russell 1000 ETF worth $444K as of Q2 2026.
West Michigan Advisors sold 32 iShares Russell 1000 ETF shares in Q2 2026, an estimated $12.7K.
iShares Russell 1000 ETF made up 0.08% of West Michigan Advisors's portfolio in Q2 2026, its #195 holding.
West Michigan Advisors first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
West Michigan Advisors's iShares Russell 1000 ETF position peaked at $640K in Q4 2025.
1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.