Allworth Financial’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 | $5.87M | Buy |
16,457
+670
| +4% | +$250K | 0.02% | 337 |
|
|
2025
Q4 | $5.9M | Buy |
15,787
+595
| +4% | +$220K | 0.02% | 330 |
|
|
2025
Q3 | $5.55M | Buy |
15,192
+284
| +2% | +$100K | 0.02% | 299 |
|
|
2025
Q2 | $5.06M | Buy |
14,908
+1,694
| +13% | +$532K | 0.02% | 305 |
|
|
2025
Q1 | $3.97M | Sell |
13,214
-847
| -6% | -$274K | 0.02% | 285 |
|
|
2024
Q4 | $4.7M | Buy |
14,061
+5,298
| +60% | +$1.72M | 0.03% | 269 |
|
|
2024
Q3 | $2.76M | Buy |
8,763
+125
| +1% | +$37.9K | 0.02% | 285 |
|
|
2024
Q2 | $2.6M | Buy |
8,638
+164
| +2% | +$47.1K | 0.02% | 288 |
|
|
2024
Q1 | $2.44M | Buy |
8,474
+173
| +2% | +$47.4K | 0.02% | 289 |
|
|
2023
Q4 | $2.18M | Sell |
8,301
-6,059
| -42% | -$1.48M | 0.02% | 291 |
|
|
2023
Q3 | $3.37M | Buy |
14,360
+7,969
| +125% | +$1.95M | 0.03% | 211 |
|
|
2023
Q2 | $1.56M | Sell |
6,391
-730
| -10% | -$168K | 0.01% | 314 |
|
|
2023
Q1 | $1.6M | Sell |
7,121
-439
| -6% | -$96.6K | 0.02% | 288 |
|
|
2022
Q4 | $1.59M | Buy |
7,560
+144
| +2% | +$30.5K | 0.02% | 278 |
|
|
2022
Q3 | $1.46M | Buy |
7,416
+454
| +7% | +$99.6K | 0.02% | 264 |
|
|
2022
Q2 | $1.45M | Sell |
6,962
-564
| -7% | -$127K | 0.02% | 256 |
|
|
2022
Q1 | $1.88M | Buy |
7,526
+2,506
| +50% | +$619K | 0.02% | 227 |
|
|
2021
Q4 | $1.33M | Buy |
5,020
+154
| +3% | +$39.6K | 0.02% | 248 |
|
|
2021
Q3 | $1.18M | Buy |
4,866
+77
| +2% | +$19.1K | 0.02% | 220 |
|
|
2021
Q2 | $1.16M | Buy |
4,789
+2
| +0% | +$471 | 0.02% | 178 |
|
|
2021
Q1 | $1.07M | Buy |
4,787
+2
| +0% | +$438 | 0.02% | 161 |
|
|
2020
Q4 | $1.01M | Sell |
4,785
-37
| -0.8% | -$7.38K | 0.03% | 119 |
|
|
2020
Q3 | $902K | Sell |
4,822
-766
| -14% | -$141K | 0.03% | 106 |
|
|
2020
Q2 | $959K | Buy |
5,588
+5,330
| +2,066% | +$862K | 0.03% | 98 |
|
|
2020
Q1 | $36K | Buy |
258
+1
| +0.4% | +$169 | ﹤0.01% | 460 |
|
|
2019
Q4 | $46K | Hold |
257
| – | – | ﹤0.01% | 378 |
|
|
2019
Q3 | $42K | Sell |
257
-24
| -9% | -$3.94K | ﹤0.01% | 352 |
|
|
2019
Q2 | $46K | Hold |
281
| – | – | ﹤0.01% | 334 |
|
|
2019
Q1 | $44K | Buy |
+281
| New | +$42.5K | ﹤0.01% | 331 |
|
|
2018
Q1 | – | Sell |
-203
| Closed | -$30K | – | 837 |
|
|
2017
Q4 | $30K | Buy |
+203
| New | +$29.4K | ﹤0.01% | 312 |
|
|
2015
Q2 | – | Sell |
-251
| Closed | -$29K | – | 615 |
|
|
2015
Q1 | $29K | Buy |
+251
| New | +$29K | 0.01% | 263 |
|
|
2013
Q4 | – | Sell |
-4,444
| Closed | -$418K | – | 76 |
|
|
2013
Q3 | $418K | Buy |
+4,444
| New | +$415K | 0.22% | 39 |
|
Other funds holding IWB
Allworth Financial's IWB Position: Q1 2026 in Review
Allworth Financial increased its iShares Russell 1000 ETF (IWB) stake by 4.2% in Q1 2026, buying an estimated $250K and bringing the position to 16,457 shares worth $5.87M. The position accounts for 0.02% of the portfolio, ranked #337.
Allworth Financial first reported a position in IWB in Q3 2013 and has held it in 32 quarters since. The position peaked at $5.9M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- Allworth Financial held 16,457 shares of iShares Russell 1000 ETF worth $5.87M as of Q1 2026.
- Allworth Financial bought 670 iShares Russell 1000 ETF shares in Q1 2026, an estimated $250K.
- iShares Russell 1000 ETF made up 0.02% of Allworth Financial's portfolio in Q1 2026, its #337 holding.
- Allworth Financial first reported a position in iShares Russell 1000 ETF in Q3 2013 and has held it in 32 quarters since.
- Allworth Financial's iShares Russell 1000 ETF position peaked at $5.9M in Q4 2025.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.