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Woodward Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Woodward Financial 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 		$6.45M Sell
15,755
-676
-4% -$268K 2.16% 10
2026
Q1 		$5.7M Sell
16,431
-120
-0.7% -$44.7K 2.19% 10
2025
Q4 		$6.18M Sell
16,551
-307
-2% -$114K 2.31% 10
2025
Q3 		$6.16M Sell
16,858
-1,170
-6% -$412K 2.35% 10
2025
Q2 		$6.12M Buy
18,028
+2,947
+20% +$925K 2.52% 10
2025
Q1 		$4.63M Sell
15,081
-493
-3% -$159K 2.19% 10
2024
Q4 		$5.02M Sell
15,574
-1,212
-7% -$393K 2.48% 11
2024
Q3 		$5.28M Sell
16,786
-269
-2% -$81.5K 2.65% 10
2024
Q2 		$5.09M Sell
17,055
-1,276
-7% -$366K 2.9% 10
2024
Q1 		$5.27M Sell
18,331
-407
-2% -$112K 3.17% 9
2023
Q4 		$4.91M Sell
18,738
-42
-0.2% -$10.3K 3.23% 9
2023
Q3 		$4.41M Sell
18,780
-135
-0.7% -$33K 3.26% 8
2023
Q2 		$4.61M Buy
18,915
+7,812
+70% +$1.8M 3.44% 8
2023
Q1 		$2.5M Sell
11,103
-266
-2% -$58.5K 2.05% 12
2022
Q4 		$2.39M Sell
11,369
-146
-1% -$30.9K 2.05% 12
2022
Q3 		$2.27M Sell
11,515
-280
-2% -$61.4K 2.13% 12
2022
Q2 		$2.45M Sell
11,795
-7,649
-39% -$1.73M 2.27% 10
2022
Q1 		$4.86M Buy
19,444
+251
+1% +$62K 4.98% 4
2021
Q4 		$5.08M Buy
+19,193
New +$4.94M 5.13% 3

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Woodward Financial Advisors's IWB Position: Q2 2026 in Review

Woodward Financial Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 4.1% in Q2 2026, selling an estimated $268K and leaving 15,755 shares worth $6.45M. The position accounts for 2.16% of the portfolio, ranked #10.

Woodward Financial Advisors first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Woodward Financial Advisors held 15,755 shares of iShares Russell 1000 ETF worth $6.45M as of Q2 2026.
  • Woodward Financial Advisors sold 676 iShares Russell 1000 ETF shares in Q2 2026, an estimated $268K.
  • iShares Russell 1000 ETF made up 2.16% of Woodward Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • Woodward Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.