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Wetzel Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Wetzel Investment 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 		$532K Hold
1,299
– – 0.18% 71
2026
Q1 		$463K Hold
1,299
– – 0.18% 77
2025
Q4 		$485K Hold
1,299
– – 0.2% 73
2025
Q3 		$475K Hold
1,299
– – 0.2% 73
2025
Q2 		$441K Hold
1,299
– – 0.2% 72
2025
Q1 		$398K Hold
1,299
– – 0.2% 77
2024
Q4 		$418K Hold
1,299
– – 0.21% 76
2024
Q3 		$408K Buy
1,299
+1,015
+357% +$307K 0.21% 77
2024
Q2 		$81.8K Buy
284
+100
+54% +$28.7K 0.05% 195
2024
Q1 		$50.5K Sell
184
-100
-35% -$27.4K 0.03% 251
2023
Q4 		$74K Buy
+284
New +$69.5K 0.05% 205

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
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

Wetzel Investment Advisors's IWB Position: Q2 2026 in Review

Wetzel Investment Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,299 shares worth $532K. The position accounts for 0.18% of the portfolio, ranked #71.

Wetzel Investment Advisors first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Wetzel Investment Advisors held 1,299 shares of iShares Russell 1000 ETF worth $532K as of Q2 2026.
  • Wetzel Investment Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.18% of Wetzel Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • Wetzel Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.