American Financial Advisors, LLC IWB holdings history
ISHARES RUSSELL 1000 ETF · CUSIP 464287622 · CIK 1767898
As of 2026-06-30, American Financial Advisors, LLC reported 105.85K IWB (shares), valued at $43.34M, or 5.22% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares decreased 2.29%; reported value increased 12.22%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.22% | 105,848 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 5.15% | 108,328 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 5.35% | 110,979 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 5.39% | 114,488 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 5.56% | 117,260 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | 5.33% | 119,668 | SEC filing ↗Filed May 1, 2025 |
| Q4 2024 | 5.54% | 121,973 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 5.30% | 123,390 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 5.29% | 124,967 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 4.81% | 118,436 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 4.55% | 117,291 | SEC filing ↗Filed Jan 31, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 4.55% | 117,291 | $30.76M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 4.81% | 118,436 | $34.11M | Shares increased 0.98%; reported value increased 10.90%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 5.29% | 124,967 | $37.18M | Shares increased 5.51%; reported value increased 9.00%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 5.30% | 123,390 | $38.79M | Shares decreased 1.26%; reported value increased 4.33%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 5.54% | 121,973 | $39.29M | Shares decreased 1.15%; reported value increased 1.29%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 5.33% | 119,668 | $36.71M | Shares decreased 1.89%; reported value decreased 6.59%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2025 |
| Q2 2025 | 5.56% | 117,260 | $39.82M | Shares decreased 2.01%; reported value increased 8.48%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | 5.39% | 114,488 | $41.84M | Shares decreased 2.36%; reported value increased 5.09%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 5.35% | 110,979 | $41.44M | Shares decreased 3.06%; reported value decreased 0.95%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 5.15% | 108,328 | $38.63M | Shares decreased 2.39%; reported value decreased 6.80%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 5.22% | 105,848 | $43.34M | Shares decreased 2.29%; reported value increased 12.22%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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