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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 1,550 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.
1,550 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.