1900 Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

1900 Wealth Management’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	$12.6M	Buy	30,692 +263	+0.9%	+$104K	0.7%	19
2026 Q1	$10.8M	Buy	30,429 +5	+0%	+$1.86K	0.7%	19
2025 Q4	$11.4M	Sell	30,424 -77	-0.3%	-$28.5K	0.73%	17
2025 Q3	$11.1M	Sell	30,501 -23,696	-44%	-$8.35M	0.76%	16
2025 Q2	$18.4M	Buy	54,197 +1,848	+4%	+$580K	1.39%	14
2025 Q1	$16.1M	Hold	52,349	–	–	1.34%	13
2024 Q4	$16.9M	Sell	52,349 -9	-0%	-$2.92K	1.42%	12
2024 Q3	$16.5M	Buy	52,358 +2,550	+5%	+$772K	1.41%	13
2024 Q2	$14.8M	Sell	49,808 -37	-0.1%	-$10.6K	1.39%	14
2024 Q1	$14.4M	Sell	49,845 -16,584	-25%	-$4.55M	1.31%	16
2023 Q4	$17.4M	Buy	66,429 +7,419	+13%	+$1.82M	1.6%	15
2023 Q3	$13.9M	Buy	+59,010	New	+$14.4M	1.38%	16
2022 Q1	–	Sell	-26,984	Closed	-$7.13M	–	252
2021 Q4	$7.13M	Hold	26,984	–	–	0.65%	37
2021 Q3	$6.52M	Buy	26,984 +6,956	+35%	+$1.73M	0.63%	35
2021 Q2	$4.85M	Buy	20,028 +248	+1%	+$58.4K	0.46%	49
2021 Q1	$4.43M	Buy	19,780 +86	+0.4%	+$18.8K	0.33%	47
2020 Q4	$4.17M	Buy	+19,694	New	+$3.93M	0.49%	44

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 29.2% 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

1900 Wealth Management's IWB Position: Q2 2026 in Review

1900 Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.86% in Q2 2026, buying an estimated $104K and bringing the position to 30,692 shares worth $12.6M. The position accounts for 0.7% of the portfolio, ranked #19.

1900 Wealth Management first reported a position in IWB in Q4 2020 and has held it in 17 quarters since. The position peaked at $18.4M in Q2 2025. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

1900 Wealth Management held 30,692 shares of iShares Russell 1000 ETF worth $12.6M as of Q2 2026.
1900 Wealth Management bought 263 iShares Russell 1000 ETF shares in Q2 2026, an estimated $104K.
iShares Russell 1000 ETF made up 0.7% of 1900 Wealth Management's portfolio in Q2 2026, its #19 holding.
1900 Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 17 quarters since.
1900 Wealth Management's iShares Russell 1000 ETF position peaked at $18.4M in Q2 2025.
1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.