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 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

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 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

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

XY Planning Network's IWB Position: Q2 2026 in Review

XY Planning Network held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,074 shares worth $440K. The position accounts for 0.06% of the portfolio, ranked #222.

XY Planning Network first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

XY Planning Network held 1,074 shares of iShares Russell 1000 ETF worth $440K as of Q2 2026.
XY Planning Network left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.06% of XY Planning Network's portfolio in Q2 2026, its #222 holding.
XY Planning Network first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.