YHB Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

YHB Investment 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	$16.6M	Sell	40,621 -4	-0%	-$1.58K	1.07%	25
2026 Q1	$14.5M	Sell	40,625 -1,554	-4%	-$579K	1.04%	24
2025 Q4	$15.8M	Buy	42,179 +366	+0.9%	+$136K	1.09%	24
2025 Q3	$15.3M	Sell	41,813 -1,291	-3%	-$455K	1.12%	23
2025 Q2	$14.6M	Buy	43,104 +2,234	+5%	+$701K	1.13%	20
2025 Q1	$12.5M	Buy	40,870 +832	+2%	+$269K	1.05%	21
2024 Q4	$12.9M	Sell	40,038 -980	-2%	-$317K	1.06%	21
2024 Q3	$12.9M	Buy	41,018 +4,361	+12%	+$1.32M	1.07%	23
2024 Q2	$10.9M	Buy	36,657 +3,019	+9%	+$867K	0.94%	25
2024 Q1	$9.69M	Buy	33,638 +1,156	+4%	+$317K	0.86%	27
2023 Q4	$8.52M	Buy	32,482 +1,795	+6%	+$439K	0.82%	31
2023 Q3	$7.21M	Buy	30,687 +3,936	+15%	+$964K	0.67%	41
2023 Q2	$6.52M	Buy	26,751 +8,089	+43%	+$1.86M	0.61%	44
2023 Q1	$4.2M	Buy	18,662 +8,135	+77%	+$1.79M	0.42%	68
2022 Q4	$2.22M	Buy	10,527 +8,052	+325%	+$1.7M	0.24%	95
2022 Q3	$488K	Buy	+2,475	New	+$543K	0.05%	190

Other funds holding IWB

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return