1 North Wealth Services’s iShares Russell 1000 ETF IWB Stock Holding History

1 North Wealth Services’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	$30.7K	Hold	75	–	–	0.01%	117
2026 Q1	$26.7K	Hold	75	–	–	0.01%	110
2025 Q4	$28K	Hold	75	–	–	0.01%	112
2025 Q3	$27.4K	Hold	75	–	–	0.01%	105
2025 Q2	$25.5K	Hold	75	–	–	0.01%	106
2025 Q1	$23K	Buy	+75	New	+$24.3K	0.01%	107
2019 Q4	$32K	Hold	180	–	–	0.02%	111
2019 Q3	$30K	Buy	+180	New	+$29.5K	0.02%	87
2019 Q1	$28K	Hold	180	–	–	0.02%	87
2018 Q4	$25K	Buy	+180	New	+$26.9K	0.02%	92

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

1 North Wealth Services's IWB Position: Q2 2026 in Review

1 North Wealth Services held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 75 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #117.

1 North Wealth Services first reported a position in IWB in Q4 2018 and has held it in 10 quarters since. The position peaked at $32K in Q4 2019. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

1 North Wealth Services held 75 shares of iShares Russell 1000 ETF worth $30.7K as of Q2 2026.
1 North Wealth Services left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #117 holding.
1 North Wealth Services first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's iShares Russell 1000 ETF position peaked at $32K in Q4 2019.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.