Advisory Alpha’s iShares Russell 1000 ETF IWB Stock Holding History

Advisory Alpha’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	$336K	Buy	942 +113	+14%	+$42.1K	0.01%	427
2025 Q4	$310K	Sell	829 -66	-7%	-$24.4K	0.01%	412
2025 Q3	$329K	Buy	895 +68	+8%	+$24K	0.01%	393
2025 Q2	$281K	Buy	827 +6	+0.7%	+$1.88K	0.01%	385
2025 Q1	$252K	Sell	821 -42	-5%	-$13.6K	0.01%	386
2024 Q4	$278K	Buy	863 +44	+5%	+$14.3K	0.01%	338
2024 Q3	$258K	Buy	+819	New	+$248K	0.01%	344
2020 Q4	–	Sell	-1,006	Closed	-$192K	–	362
2020 Q3	$192K	Buy	+1,006	New	+$186K	0.04%	94
2020 Q2	–	Sell	-550	Closed	-$84.5K	–	346
2020 Q1	$84.5K	Sell	550 -1	-0.2%	-$169	0.02%	157
2019 Q4	$100K	Sell	551 -416	-43%	-$71K	0.02%	204
2019 Q3	$156K	Buy	+967	New	+$159K	0.05%	133
2019 Q2	–	Sell	-715	Closed	-$114K	–	376
2019 Q1	$114K	Buy	+715	New	+$108K	0.04%	155

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

Advisory Alpha's IWB Position: Q1 2026 in Review

Advisory Alpha increased its iShares Russell 1000 ETF (IWB) stake by 14% in Q1 2026, buying an estimated $42.1K and bringing the position to 942 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #427.

Advisory Alpha first reported a position in IWB in Q1 2019 and has held it in 12 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Advisory Alpha held 942 shares of iShares Russell 1000 ETF worth $336K as of Q1 2026.
Advisory Alpha bought 113 iShares Russell 1000 ETF shares in Q1 2026, an estimated $42.1K.
iShares Russell 1000 ETF made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #427 holding.
Advisory Alpha first reported a position in iShares Russell 1000 ETF in Q1 2019 and has held it in 12 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.