Almanack Investment Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Almanack Investment Partners’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	$618K	Hold	1,732	–	–	0.1%	92
2025 Q4	$647K	Hold	1,732	–	–	0.11%	84
2025 Q3	$633K	Hold	1,732	–	–	0.1%	95
2025 Q2	$588K	Hold	1,732	–	–	0.09%	109
2025 Q1	$531K	Sell	1,732 -1,022	-37%	-$330K	0.11%	88
2024 Q4	$887K	Sell	2,754 -14	-0.5%	-$4.54K	0.14%	82
2024 Q3	$870K	Hold	2,768	–	–	0.14%	83
2024 Q2	$824K	Hold	2,768	–	–	0.14%	86
2024 Q1	$797K	Sell	2,768 -28	-1%	-$7.67K	0.14%	82
2023 Q4	$733K	Sell	2,796 -2	-0.1%	-$490	0.14%	76
2023 Q3	$657K	Hold	2,798	–	–	0.13%	73
2023 Q2	$682K	Hold	2,798	–	–	0.12%	76
2023 Q1	$630K	Hold	2,798	–	–	0.12%	78
2022 Q4	$589K	Sell	2,798 -4,148	-60%	-$878K	0.13%	73
2022 Q3	$1.37M	Buy	6,946 +3,473	+100%	+$762K	0.27%	46
2022 Q2	$722K	Hold	3,473	–	–	0.07%	171
2022 Q1	$868K	Hold	3,473	–	–	0.08%	170
2021 Q4	$918K	Buy	3,473 +5	+0.1%	+$1.29K	0.07%	161
2021 Q3	$838K	Buy	3,468 +1,034	+42%	+$257K	0.07%	178
2021 Q2	$589K	Hold	2,434	–	–	0.06%	200
2021 Q1	$545K	Sell	2,434 -78	-3%	-$17.1K	0.06%	215
2020 Q4	$532K	Hold	2,512	–	–	0.06%	198
2020 Q3	$498K	Buy	+2,512	New	+$464K	0.06%	207

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

Almanack Investment Partners's IWB Position: Q1 2026 in Review

Almanack Investment Partners held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,732 shares worth $618K. The position accounts for 0.1% of the portfolio, ranked #92.

Almanack Investment Partners first reported a position in IWB in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.37M in Q3 2022. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Almanack Investment Partners held 1,732 shares of iShares Russell 1000 ETF worth $618K as of Q1 2026.
Almanack Investment Partners left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.1% of Almanack Investment Partners's portfolio in Q1 2026, its #92 holding.
Almanack Investment Partners first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 23 quarters since.
Almanack Investment Partners's iShares Russell 1000 ETF position peaked at $1.37M in Q3 2022.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.