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Alesco Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Alesco Advisors’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 		$286K Hold
801
– – 0.01% 207
2025
Q4 		$299K Hold
801
– – 0.01% 168
2025
Q3 		$293K Sell
801
-84
-9% -$29.6K 0.01% 171
2025
Q2 		$301K Hold
885
– – 0.01% 162
2025
Q1 		$271K Hold
885
– – 0.01% 162
2024
Q4 		$285K Hold
885
– – 0.01% 159
2024
Q3 		$278K Hold
885
– – 0.01% 153
2024
Q2 		$263K Sell
885
-50
-5% -$14.4K 0.01% 158
2024
Q1 		$269K Sell
935
-180
-16% -$49.3K 0.01% 158
2023
Q4 		$292K Hold
1,115
– – 0.01% 149
2023
Q3 		$262K Hold
1,115
– – 0.01% 156
2023
Q2 		$272K Hold
1,115
– – 0.01% 147
2023
Q1 		$251K Sell
1,115
-60
-5% -$13.2K 0.01% 151
2022
Q4 		$247K Sell
1,175
-80
-6% -$16.9K 0.01% 154
2022
Q3 		$248K Sell
1,255
-330
-21% -$72.4K 0.01% 135
2022
Q2 		$329K Hold
1,585
– – 0.01% 116
2022
Q1 		$396K Sell
1,585
-604
-28% -$149K 0.01% 109
2021
Q4 		$579K Sell
2,189
-100
-4% -$25.7K 0.02% 93
2021
Q3 		$553K Sell
2,289
-35
-2% -$8.7K 0.02% 93
2021
Q2 		$563K Hold
2,324
– – 0.02% 94
2021
Q1 		$520K Hold
2,324
– – 0.02% 96
2020
Q4 		$492K Hold
2,324
– – 0.02% 92
2020
Q3 		$435K Hold
2,324
– – 0.02% 92
2020
Q2 		$399K Buy
2,324
+60
+3% +$9.71K 0.02% 96
2020
Q1 		$320K Sell
2,264
-6,852
-75% -$1.16M 0.02% 103
2019
Q4 		$1.63M Sell
9,116
-29
-0.3% -$4.95K 0.08% 59
2019
Q3 		$1.5M Sell
9,145
-110
-1% -$18.1K 0.08% 57
2019
Q2 		$1.51M Buy
9,255
+1
+0% +$160 0.08% 59
2019
Q1 		$1.46M Buy
9,254
+190
+2% +$28.7K 0.08% 63
2018
Q4 		$1.26M Buy
+9,064
New +$1.36M 0.07% 70

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

Alesco Advisors's IWB Position: Q1 2026 in Review

Alesco Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 801 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #207.

Alesco Advisors first reported a position in IWB in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.63M in Q4 2019. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Alesco Advisors held 801 shares of iShares Russell 1000 ETF worth $286K as of Q1 2026.
  • Alesco Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.01% of Alesco Advisors's portfolio in Q1 2026, its #207 holding.
  • Alesco Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Alesco Advisors's iShares Russell 1000 ETF position peaked at $1.63M in Q4 2019.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Alesco Advisors's 13F filing for Q1 2026, filed 13 May 2026.