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

Accelerate 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 		$812K Buy
1,982
+179
+10% +$70.9K 0.47% 39
2026
Q1 		$643K Sell
1,803
-188
-9% -$70.1K 0.43% 44
2025
Q4 		$743K Buy
1,991
+12
+0.6% +$4.45K 0.5% 36
2025
Q3 		$723K Buy
1,979
+6
+0.3% +$2.11K 0.49% 38
2025
Q2 		$670K Buy
1,973
+199
+11% +$62.5K 0.5% 38
2025
Q1 		$544K Buy
1,774
+855
+93% +$276K 0.46% 41
2024
Q4 		$296K Sell
919
-76
-8% -$24.6K 0.26% 62
2024
Q3 		$313K Buy
+995
New +$301K 0.31% 56

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Accelerate Investment Advisors's IWB Position: Q2 2026 in Review

Accelerate Investment Advisors increased its iShares Russell 1000 ETF (IWB) stake by 9.9% in Q2 2026, buying an estimated $70.9K and bringing the position to 1,982 shares worth $812K. The position accounts for 0.47% of the portfolio, ranked #39.

Accelerate Investment Advisors first reported a position in IWB in Q3 2024 and has held it in 8 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Accelerate Investment Advisors held 1,982 shares of iShares Russell 1000 ETF worth $812K as of Q2 2026.
  • Accelerate Investment Advisors bought 179 iShares Russell 1000 ETF shares in Q2 2026, an estimated $70.9K.
  • iShares Russell 1000 ETF made up 0.47% of Accelerate Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Accelerate Investment Advisors first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.