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

West Paces 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	$1.16M	Hold	2,840	–	–	0.2%	60
2026 Q1	$1.01M	Hold	2,840	–	–	0.2%	58
2025 Q4	$1.06M	Hold	2,840	–	–	0.21%	57
2025 Q3	$1.04M	Hold	2,840	–	–	0.21%	57
2025 Q2	$964K	Hold	2,840	–	–	0.21%	60
2025 Q1	$871K	Hold	2,840	–	–	0.2%	61
2024 Q4	$915K	Hold	2,840	–	–	0.22%	55
2024 Q3	$893K	Sell	2,840 -100	-3%	-$30.3K	0.22%	55
2024 Q2	$875K	Hold	2,940	–	–	0.23%	52
2024 Q1	$847K	Hold	2,940	–	–	0.22%	53
2023 Q4	$771K	Hold	2,940	–	–	0.22%	55
2023 Q3	$691K	Hold	2,940	–	–	0.22%	56
2023 Q2	$717K	Hold	2,940	–	–	0.21%	59
2023 Q1	$662K	Hold	2,940	–	–	0.21%	67
2022 Q4	$619K	Hold	2,940	–	–	0.2%	71
2022 Q3	$580K	Hold	2,940	–	–	0.21%	70
2022 Q2	$611K	Hold	2,940	–	–	0.21%	71
2022 Q1	$735K	Hold	2,940	–	–	0.23%	67
2021 Q4	$777K	Hold	2,940	–	–	0.24%	60
2021 Q3	$711K	Hold	2,940	–	–	0.25%	63
2021 Q2	$712K	Hold	2,940	–	–	0.26%	61
2021 Q1	$658K	Hold	2,940	–	–	0.26%	63
2020 Q4	$623K	Hold	2,940	–	–	0.28%	66
2020 Q3	$550K	Hold	2,940	–	–	0.28%	65
2020 Q2	$505K	Hold	2,940	–	–	0.27%	67
2020 Q1	$416K	Hold	2,940	–	–	0.26%	71
2019 Q4	$525K	Hold	2,940	–	–	0.29%	68
2019 Q3	$484K	Hold	2,940	–	–	0.29%	70
2019 Q2	$479K	Hold	2,940	–	–	0.3%	65
2019 Q1	$462K	Buy	+2,940	New	+$444K	0.32%	65

Other funds holding IWB

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

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

West Paces Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,840 shares worth $1.16M. The position accounts for 0.2% of the portfolio, ranked #60.

West Paces Advisors first reported a position in IWB in Q1 2019 and has held it in 30 quarters since. 281 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

West Paces Advisors held 2,840 shares of iShares Russell 1000 ETF worth $1.16M as of Q2 2026.
West Paces Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.2% of West Paces Advisors's portfolio in Q2 2026, its #60 holding.
West Paces Advisors first reported a position in iShares Russell 1000 ETF in Q1 2019 and has held it in 30 quarters since.
281 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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