Western Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Western 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	$719K	Buy	1,756 +10	+0.6%	+$3.96K	0.02%	574
2026 Q1	$622K	Buy	1,746 +19	+1%	+$7.08K	0.02%	580
2025 Q4	$645K	Buy	1,727 +249	+17%	+$92.2K	0.03%	457
2025 Q3	$540K	Sell	1,478 -13	-0.9%	-$4.58K	0.03%	430
2025 Q2	$506K	Hold	1,491	–	–	0.03%	405
2025 Q1	$457K	Sell	1,491 -8	-0.5%	-$2.59K	0.03%	417
2024 Q4	$483K	Sell	1,499 -15	-1%	-$4.86K	0.03%	471
2024 Q3	$476K	Hold	1,514	–	–	0.03%	480
2024 Q2	$450K	Sell	1,514 -1,601	-51%	-$460K	0.03%	390
2024 Q1	$897K	Sell	3,115 -907	-23%	-$249K	0.07%	244
2023 Q4	$1.05M	Sell	4,022 -1	-0%	-$245	0.08%	265
2023 Q3	$945K	Buy	4,023 +37	+0.9%	+$9.06K	0.08%	259
2023 Q2	$972K	Sell	3,986 -50	-1%	-$11.5K	0.08%	251
2023 Q1	$909K	Sell	4,036 -9	-0.2%	-$1.98K	0.08%	249
2022 Q4	$852K	Sell	4,045 -4,110	-50%	-$870K	0.09%	253
2022 Q3	$1.61M	Buy	8,155 +3,220	+65%	+$706K	0.09%	215
2022 Q2	$1.03M	Sell	4,935 -15,602	-76%	-$3.53M	0.06%	298
2022 Q1	$5.14M	Buy	20,537 +18,009	+712%	+$4.45M	0.25%	89
2021 Q4	$668K	Buy	+2,528	New	+$651K	0.07%	275
2021 Q2	$640K	Buy	2,648 +188	+8%	+$44.3K	0.07%	307
2021 Q1	$551K	Hold	2,460	–	–	0.07%	260
2020 Q4	$521K	Sell	2,460 -110	-4%	-$22K	0.08%	244
2020 Q3	$481K	Sell	2,570 -540	-17%	-$99.7K	0.08%	244
2020 Q2	$534K	Sell	3,110 -724	-19%	-$117K	0.1%	212
2020 Q1	$458K	Buy	3,834 +949	+33%	+$160K	0.11%	196
2019 Q4	$515K	Buy	2,885 +918	+47%	+$157K	0.08%	227
2019 Q3	$322K	Buy	1,967 +27	+1%	+$4.43K	0.07%	276
2019 Q2	$316K	Buy	1,940 +55	+3%	+$8.81K	0.04%	296
2019 Q1	$296K	Sell	1,885 -141	-7%	-$21.3K	0.07%	290
2018 Q4	$281K	Buy	+2,026	New	+$303K	0.08%	259

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 29.18% 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

Western Wealth Management's IWB Position: Q2 2026 in Review

Western Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.57% in Q2 2026, buying an estimated $3.96K and bringing the position to 1,756 shares worth $719K. The position accounts for 0.02% of the portfolio, ranked #574.

Western Wealth Management first reported a position in IWB in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.14M in Q1 2022. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Western Wealth Management held 1,756 shares of iShares Russell 1000 ETF worth $719K as of Q2 2026.
Western Wealth Management bought 10 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.96K.
iShares Russell 1000 ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #574 holding.
Western Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's iShares Russell 1000 ETF position peaked at $5.14M in Q1 2022.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.