Accretive Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Accretive Wealth Partners’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	$315K	Hold	883	–	–	0.09%	140
2025 Q4	$330K	Hold	883	–	–	0.1%	122
2025 Q3	$323K	Hold	883	–	–	0.1%	121
2025 Q2	$300K	Hold	883	–	–	0.1%	122
2025 Q1	$271K	Sell	883 -33	-4%	-$10.7K	0.1%	130
2024 Q4	$295K	Hold	916	–	–	0.13%	117
2024 Q3	$288K	Hold	916	–	–	0.12%	120
2024 Q2	$273K	Hold	916	–	–	0.11%	120
2024 Q1	$258K	Hold	916	–	–	0.11%	124
2023 Q4	$240K	Hold	916	–	–	0.12%	124
2023 Q3	$215K	Hold	916	–	–	0.13%	115
2023 Q2	$223K	Hold	916	–	–	0.13%	108
2023 Q1	$206K	Buy	+916	New	+$202K	0.13%	112
2022 Q2	–	Sell	-916	Closed	-$229K	–	112
2022 Q1	$229K	Hold	916	–	–	0.14%	104
2021 Q4	$242K	Hold	916	–	–	0.15%	102
2021 Q3	$221K	Hold	916	–	–	0.16%	105
2021 Q2	$222K	Sell	916 -152	-14%	-$35.8K	0.16%	102
2021 Q1	$239K	Buy	+1,068	New	+$234K	0.22%	92

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Accretive Wealth Partners's IWB Position: Q1 2026 in Review

Accretive Wealth Partners held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 883 shares worth $315K. The position accounts for 0.09% of the portfolio, ranked #140.

Accretive Wealth Partners first reported a position in IWB in Q1 2021 and has held it in 18 quarters since. The position peaked at $330K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Accretive Wealth Partners held 883 shares of iShares Russell 1000 ETF worth $315K as of Q1 2026.
Accretive Wealth Partners left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.09% of Accretive Wealth Partners's portfolio in Q1 2026, its #140 holding.
Accretive Wealth Partners first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 18 quarters since.
Accretive Wealth Partners's iShares Russell 1000 ETF position peaked at $330K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.