AE Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.62M | Buy |
7,361
+1,184
| +19% | +$441K | 0.01% | 570 |
|
|
2025
Q4 | $2.31M | Buy |
6,177
+597
| +11% | +$221K | 0.01% | 570 |
|
|
2025
Q3 | $2.04M | Buy |
5,580
+779
| +16% | +$274K | 0.01% | 559 |
|
|
2025
Q2 | $1.63M | Buy |
4,801
+20
| +0.4% | +$6.28K | 0.01% | 586 |
|
|
2025
Q1 | $1.47M | Buy |
4,781
+1,488
| +45% | +$481K | 0.01% | 611 |
|
|
2024
Q4 | $1.06M | Sell |
3,293
-212
| -6% | -$68.7K | 0.01% | 686 |
|
|
2024
Q3 | $1.1M | Sell |
3,505
-116
| -3% | -$35.1K | 0.01% | 673 |
|
|
2024
Q2 | $1.08M | Buy |
3,621
+679
| +23% | +$195K | 0.01% | 684 |
|
|
2024
Q1 | $847K | Sell |
2,942
-6,821
| -70% | -$1.87M | 0.01% | 689 |
|
|
2023
Q4 | $2.62M | Sell |
9,763
-54,123
| -85% | -$13.3M | 0.01% | 814 |
|
|
2023
Q3 | $15M | Buy |
63,886
+11,971
| +23% | +$2.93M | 0.09% | 264 |
|
|
2023
Q2 | $12.7M | Buy |
51,915
+42,546
| +454% | +$9.8M | 0.08% | 317 |
|
|
2023
Q1 | $2.11M | Buy |
9,369
+17
| +0.2% | +$3.74K | 0.01% | 774 |
|
|
2022
Q4 | $1.97M | Buy |
9,352
+1,715
| +22% | +$363K | 0.01% | 757 |
|
|
2022
Q3 | $1.51M | Sell |
7,637
-146
| -2% | -$32K | 0.01% | 798 |
|
|
2022
Q2 | $1.62M | Buy |
7,783
+523
| +7% | +$118K | 0.01% | 733 |
|
|
2022
Q1 | $1.81M | Sell |
7,260
-654
| -8% | -$161K | 0.01% | 726 |
|
|
2021
Q4 | $2.09M | Buy |
7,914
+2,103
| +36% | +$541K | 0.01% | 688 |
|
|
2021
Q3 | $1.41M | Buy |
5,811
+1,913
| +49% | +$476K | 0.01% | 768 |
|
|
2021
Q2 | $944K | Buy |
3,898
+147
| +4% | +$34.6K | 0.01% | 868 |
|
|
2021
Q1 | $840K | Sell |
3,751
-639
| -15% | -$140K | 0.01% | 831 |
|
|
2020
Q4 | $930K | Sell |
4,390
-2,841
| -39% | -$567K | 0.01% | 730 |
|
|
2020
Q3 | $1.35M | Sell |
7,231
-1,140
| -14% | -$211K | 0.02% | 544 |
|
|
2020
Q2 | $1.44M | Sell |
8,371
-7,833
| -48% | -$1.27M | 0.02% | 507 |
|
|
2020
Q1 | $2.29M | Sell |
16,204
-6,671
| -29% | -$1.13M | 0.05% | 276 |
|
|
2019
Q4 | $4.08M | Buy |
22,875
+17,817
| +352% | +$3.04M | 0.09% | 212 |
|
|
2019
Q3 | $832K | Sell |
5,058
-5,890
| -54% | -$967K | 0.02% | 493 |
|
|
2019
Q2 | $1.78M | Buy |
10,948
+6,681
| +157% | +$1.07M | 0.05% | 269 |
|
|
2019
Q1 | $671K | Sell |
4,267
-4,981
| -54% | -$753K | 0.05% | 289 |
|
|
2018
Q4 | $1.28M | Sell |
9,248
-5,757
| -38% | -$861K | 0.22% | 117 |
|
|
2018
Q3 | $2.43M | Buy |
15,005
+9,848
| +191% | +$1.56M | 0.13% | 120 |
|
|
2018
Q2 | $784K | Buy |
5,157
+3,616
| +235% | +$545K | 0.05% | 203 |
|
|
2018
Q1 | $226K | Sell |
1,541
-264
| -15% | -$40.1K | 0.02% | 382 |
|
|
2017
Q4 | $268K | Buy |
+1,805
| New | +$261K | 0.02% | 343 |
|
Other funds holding IWB
AE Wealth Management's IWB Position: Q1 2026 in Review
AE Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 19% in Q1 2026, buying an estimated $441K and bringing the position to 7,361 shares worth $2.62M. The position accounts for 0.01% of the portfolio, ranked #570.
AE Wealth Management first reported a position in IWB in Q4 2017 and has held it in 34 quarters since. The position peaked at $15M in Q3 2023. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- AE Wealth Management held 7,361 shares of iShares Russell 1000 ETF worth $2.62M as of Q1 2026.
- AE Wealth Management bought 1,184 iShares Russell 1000 ETF shares in Q1 2026, an estimated $441K.
- iShares Russell 1000 ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #570 holding.
- AE Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 34 quarters since.
- AE Wealth Management's iShares Russell 1000 ETF position peaked at $15M in Q3 2023.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.