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

Act 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 		$33.4M Buy
81,458
+3,807
+5% +$1.51M 9.8% 4
2026
Q1 		$27.7M Buy
77,651
+1,579
+2% +$588K 9.3% 3
2025
Q4 		$28.4M Sell
76,072
-2,096
-3% -$776K 9.29% 3
2025
Q3 		$28.6M Buy
78,168
+1,321
+2% +$465K 10.01% 3
2025
Q2 		$26.1M Buy
76,847
+2,977
+4% +$934K 11.02% 3
2025
Q1 		$22.7M Sell
73,870
-1,009
-1% -$326K 10.25% 4
2024
Q4 		$24.1M Buy
74,879
+596
+0.8% +$193K 11.28% 3
2024
Q3 		$23.4M Sell
74,283
-643
-0.9% -$195K 10.35% 4
2024
Q2 		$22.3M Sell
74,926
-7,292
-9% -$2.09M 10.97% 4
2024
Q1 		$23.7M Buy
82,218
+749
+0.9% +$205K 11.94% 4
2023
Q4 		$21.4M Buy
81,469
+540
+0.7% +$132K 11.53% 4
2023
Q3 		$19M Sell
80,929
-4,833
-6% -$1.18M 12.76% 4
2023
Q2 		$20.9M Sell
85,762
-2,033
-2% -$468K 11.76% 4
2023
Q1 		$19.8M Buy
87,795
+4,690
+6% +$1.03M 11.76% 4
2022
Q4 		$17.5M Buy
83,105
+2,881
+4% +$610K 11.05% 5
2022
Q3 		$15.8M Buy
80,224
+2,047
+3% +$449K 11.32% 5
2022
Q2 		$16.2M Buy
78,177
+1,633
+2% +$369K 10.62% 6
2022
Q1 		$19.1M Sell
76,544
-20,657
-21% -$5.1M 10.88% 5
2021
Q4 		$25.7M Buy
97,201
+332
+0.3% +$85.5K 14.79% 3
2021
Q3 		$23.4M Hold
96,869
– – 14.49% 3
2021
Q2 		$23.4M Sell
96,869
-3,901
-4% -$919K 14.46% 3
2021
Q1 		$22.6M Sell
100,770
-3,826
-4% -$838K 14.56% 4
2020
Q4 		$22.2M Buy
+104,596
New +$20.9M 14.23% 4

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

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

Act Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 4.9% in Q2 2026, buying an estimated $1.51M and bringing the position to 81,458 shares worth $33.4M. The position accounts for 9.8% of the portfolio, ranked #4.

Act Wealth Management first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Act Wealth Management held 81,458 shares of iShares Russell 1000 ETF worth $33.4M as of Q2 2026.
  • Act Wealth Management bought 3,807 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.51M.
  • iShares Russell 1000 ETF made up 9.8% of Act Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Act Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.