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Advisor Resource Council’s iShares Russell 1000 ETF IWB Stock Holding History

Advisor Resource Council’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 		$1.62M Sell
4,539
-6,394
-58% -$2.38M 0.52% 27
2025
Q4 		$4.13M Buy
10,933
+6,394
+141% +$2.37M 1.47% 10
2025
Q3 		$1.66M Sell
4,539
-30
-0.7% -$10.6K 2.24% 6
2025
Q2 		$1.55M Sell
4,569
-2,253
-33% -$707K 0.6% 28
2025
Q1 		$2.08M Sell
6,822
-356
-5% -$115K 0.17% 153
2024
Q4 		$2.31M Buy
+7,178
New +$2.33M 1.66% 8
2024
Q3 		– Sell
-3,639
Closed -$1.08M – 251
2024
Q2 		$1.08M Sell
3,639
-329
-8% -$94.5K 1.98% 8
2024
Q1 		$1.13M Buy
3,968
+210
+6% +$57.6K 0.48% 42
2023
Q4 		$986K Buy
3,758
+119
+3% +$29.1K 0.11% 180
2023
Q3 		$855K Hold
3,639
– – 0.44% 41
2023
Q2 		$887K Buy
3,639
+84
+2% +$19.3K 0.4% 40
2023
Q1 		$801K Sell
3,555
-47
-1% -$10.3K 0.2% 132
2022
Q4 		$758K Hold
3,602
– – 0.37% 56
2022
Q3 		$711K Sell
3,602
-7,591
-68% -$1.66M 0.48% 54
2022
Q2 		$2.33M Buy
11,193
+7,262
+185% +$1.64M 0.22% 100
2022
Q1 		$983K Sell
3,931
-8,045
-67% -$1.99M 0.3% 100
2021
Q4 		$3.17M Buy
11,976
+5,475
+84% +$1.41M 0.25% 84
2021
Q3 		$1.57M Sell
6,501
-4,018
-38% -$999K 0.48% 59
2021
Q2 		$2.55M Buy
+10,519
New +$2.48M 0.27% 82

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Advisor Resource Council's IWB Position: Q1 2026 in Review

Advisor Resource Council reduced its iShares Russell 1000 ETF (IWB) stake by 58% in Q1 2026, selling an estimated $2.38M and leaving 4,539 shares worth $1.62M. The position accounts for 0.52% of the portfolio, ranked #27.

Advisor Resource Council first reported a position in IWB in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.13M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Advisor Resource Council held 4,539 shares of iShares Russell 1000 ETF worth $1.62M as of Q1 2026.
  • Advisor Resource Council sold 6,394 iShares Russell 1000 ETF shares in Q1 2026, an estimated $2.38M.
  • iShares Russell 1000 ETF made up 0.52% of Advisor Resource Council's portfolio in Q1 2026, its #27 holding.
  • Advisor Resource Council first reported a position in iShares Russell 1000 ETF in Q2 2021 and has held it in 19 quarters since.
  • Advisor Resource Council's iShares Russell 1000 ETF position peaked at $4.13M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.