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XML Financial’s iShares Russell 1000 ETF IWB Stock Holding History

XML Financial’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 		$33.6M Sell
81,941
-621
-0.8% -$246K 2.44% 6
2026
Q1 		$29.4M Sell
82,562
-1,039
-1% -$387K 2.38% 5
2025
Q4 		$31.2M Sell
83,601
-912
-1% -$338K 2.55% 6
2025
Q3 		$30.9M Sell
84,513
-714
-0.8% -$251K 2.51% 7
2025
Q2 		$28.9M Sell
85,227
-676
-0.8% -$212K 2.5% 6
2025
Q1 		$26.3M Sell
85,903
-3,474
-4% -$1.12M 2.46% 6
2024
Q4 		$28.8M Buy
89,377
+6,281
+8% +$2.03M 2.64% 6
2024
Q3 		$26.1M Buy
83,096
+540
+0.7% +$164K 2.42% 6
2024
Q2 		$24.6M Buy
82,556
+770
+0.9% +$221K 2.47% 7
2024
Q1 		$23.6M Buy
81,786
+763
+0.9% +$209K 2.41% 6
2023
Q4 		$21.2M Buy
81,023
+1,912
+2% +$468K 2.24% 8
2023
Q3 		$18.6M Sell
79,111
-639
-0.8% -$156K 2.23% 7
2023
Q2 		$19.4M Sell
79,750
-321
-0.4% -$73.9K 2.25% 7
2023
Q1 		$18M Buy
80,071
+946
+1% +$208K 2.2% 5
2022
Q4 		$16.7M Buy
79,125
+3,515
+5% +$744K 2.09% 6
2022
Q3 		$14.9M Sell
75,610
-117
-0.2% -$25.7K 2.07% 7
2022
Q2 		$15.7M Sell
75,727
-1,557
-2% -$352K 3.56% 4
2022
Q1 		$19.3M Buy
77,284
+21
+0% +$5.18K 2.3% 6
2021
Q4 		$20.4M Sell
77,263
-1,558
-2% -$401K 2.46% 5
2021
Q3 		$19M Buy
78,821
+324
+0.4% +$80.5K 2.54% 4
2021
Q2 		$19M Buy
78,497
+820
+1% +$193K 4.18% 3
2021
Q1 		$17.4M Sell
77,677
-34
-0% -$7.44K 4.24% 2
2020
Q4 		$16.5M Sell
77,711
-2,682
-3% -$535K 4.27% 3
2020
Q3 		$15M Sell
80,393
-3,362
-4% -$621K 4.7% 3
2020
Q2 		$14.4M Sell
83,755
-3,500
-4% -$566K 4.99% 2
2020
Q1 		$12.3M Sell
87,255
-3,260
-4% -$551K 5.33% 2
2019
Q4 		$16.1M Buy
+90,515
New +$15.4M 5.86% 2

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 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

XML Financial's IWB Position: Q2 2026 in Review

XML Financial reduced its iShares Russell 1000 ETF (IWB) stake by 0.75% in Q2 2026, selling an estimated $246K and leaving 81,941 shares worth $33.6M. The position accounts for 2.44% of the portfolio, ranked #6.

XML Financial first reported a position in IWB in Q4 2019 and has held it in 27 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • XML Financial held 81,941 shares of iShares Russell 1000 ETF worth $33.6M as of Q2 2026.
  • XML Financial sold 621 iShares Russell 1000 ETF shares in Q2 2026, an estimated $246K.
  • iShares Russell 1000 ETF made up 2.44% of XML Financial's portfolio in Q2 2026, its #6 holding.
  • XML Financial first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.