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

Zhang 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
Q1 		$2.59M Buy
7,265
+842
+13% +$314K 0.09% 107
2025
Q4 		$2.4M Buy
6,423
+89
+1% +$33K 0.09% 109
2025
Q3 		$2.31M Hold
6,334
– – 0.09% 104
2025
Q2 		$2.15M Hold
6,334
– – 0.1% 107
2025
Q1 		$1.94M Buy
6,334
+4,478
+241% +$1.45M 0.1% 111
2024
Q4 		$598K Hold
1,856
– – 0.03% 187
2024
Q3 		$584K Hold
1,856
– – 0.04% 183
2024
Q2 		$552K Hold
1,856
– – 0.04% 176
2024
Q1 		$535K Hold
1,856
– – 0.04% 184
2023
Q4 		$487K Buy
1,856
+234
+14% +$57.3K 0.04% 182
2023
Q3 		$385K Hold
1,622
– – 0.04% 184
2023
Q2 		$395K Buy
+1,622
New +$374K 0.04% 177
2022
Q4 		– Sell
-5,408
Closed -$1.07M – 234
2022
Q3 		$1.07M Hold
5,408
– – 0.16% 76
2022
Q2 		$1.12M Sell
5,408
-887
-14% -$200K 0.18% 74
2022
Q1 		$1.57M Hold
6,295
– – 0.27% 52
2021
Q4 		$1.67M Hold
6,295
– – 0.3% 47
2021
Q3 		$1.52M Hold
6,295
– – 0.35% 40
2021
Q2 		$1.52M Sell
6,295
-430
-6% -$101K 0.37% 37
2021
Q1 		$1.51M Buy
6,725
+887
+15% +$194K 0.41% 34
2020
Q4 		$1.24M Sell
5,838
-476
-8% -$95K 0.38% 31
2020
Q3 		$1.18M Buy
6,314
+527
+9% +$97.3K 0.43% 31
2020
Q2 		$994K Hold
5,787
– – 0.38% 30
2020
Q1 		$819K Hold
5,787
– – 0.36% 31
2019
Q4 		$1.03M Hold
5,787
– – 0.39% 31
2019
Q3 		$952K Hold
5,787
– – 0.4% 31
2019
Q2 		$942K Sell
5,787
-887
-13% -$142K 0.39% 35
2019
Q1 		$1.05M Buy
6,674
+5,103
+325% +$771K 0.45% 31
2018
Q4 		$218K Buy
+1,571
New +$235K 0.11% 76

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Zhang Financial's IWB Position: Q1 2026 in Review

Zhang Financial increased its iShares Russell 1000 ETF (IWB) stake by 13% in Q1 2026, buying an estimated $314K and bringing the position to 7,265 shares worth $2.59M. The position accounts for 0.09% of the portfolio, ranked #107.

Zhang Financial first reported a position in IWB in Q4 2018 and has held it in 28 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Zhang Financial held 7,265 shares of iShares Russell 1000 ETF worth $2.59M as of Q1 2026.
  • Zhang Financial bought 842 iShares Russell 1000 ETF shares in Q1 2026, an estimated $314K.
  • iShares Russell 1000 ETF made up 0.09% of Zhang Financial's portfolio in Q1 2026, its #107 holding.
  • Zhang Financial first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 28 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.