XY Planning Network
IWB icon

XY Planning Network’s iShares Russell 1000 ETF IWB Stock Holding History

XY Planning Network’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
Q3 		$447K Buy
1,075
+1
+0.1% +$416 0.05% 260
2026
Q2 		$440K Hold
1,074
– – 0.06% 222
2026
Q1 		$386K Buy
1,074
+1
+0.1% +$373 0.06% 206
2025
Q4 		$401K Buy
1,073
+331
+45% +$123K 0.07% 185
2025
Q3 		$252K Hold
742
– – 0.09% 157
2025
Q2 		$252K Buy
+742
New +$233K 0.09% 157

Other funds holding IWB

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

XY Planning Network's IWB Position: Q3 2026 in Review

XY Planning Network increased its iShares Russell 1000 ETF (IWB) stake by 0.09% in Q3 2026, buying an estimated $416 and bringing the position to 1,075 shares worth $447K. The position accounts for 0.05% of the portfolio, ranked #260.

XY Planning Network first reported a position in IWB in Q2 2025 and has held it in 6 quarters since. 512 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • XY Planning Network held 1,075 shares of iShares Russell 1000 ETF worth $447K as of Q3 2026.
  • XY Planning Network bought 1 iShares Russell 1000 ETF share in Q3 2026, an estimated $416.
  • iShares Russell 1000 ETF made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #260 holding.
  • XY Planning Network first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 6 quarters since.
  • 512 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.