Arcadia Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Arcadia Investment Management’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	$21K	Sell	59 -11	-16%	-$4.1K	﹤0.01%	190
2025 Q4	$26.1K	Hold	70	–	–	﹤0.01%	193
2025 Q3	$25.6K	Hold	70	–	–	﹤0.01%	196
2025 Q2	$23.8K	Hold	70	–	–	﹤0.01%	201
2025 Q1	$21.5K	Buy	70 +25	+56%	+$8.08K	﹤0.01%	222
2024 Q4	$14.5K	Hold	45	–	–	﹤0.01%	261
2024 Q3	$14.1K	Sell	45 -480	-91%	-$145K	﹤0.01%	214
2024 Q2	$156K	Hold	525	–	–	0.03%	133
2024 Q1	$151K	Hold	525	–	–	0.03%	136
2023 Q4	$138K	Hold	525	–	–	0.03%	148
2023 Q3	$123K	Hold	525	–	–	0.03%	148
2023 Q2	$128K	Sell	525 -49	-9%	-$11.3K	0.03%	151
2023 Q1	$129K	Sell	574 -175	-23%	-$38.5K	0.03%	161
2022 Q4	$158K	Hold	749	–	–	0.04%	142
2022 Q3	$148K	Sell	749 -573	-43%	-$126K	0.04%	134
2022 Q2	$275K	Buy	1,322 +60	+5%	+$13.6K	0.06%	116
2022 Q1	$316K	Hold	1,262	–	–	0.06%	114
2021 Q4	$334K	Hold	1,262	–	–	0.06%	116
2021 Q3	$305K	Buy	1,262 +175	+16%	+$43.5K	0.06%	118
2021 Q2	$263K	Buy	1,087 +607	+126%	+$143K	0.05%	123
2021 Q1	$107K	Hold	480	–	–	0.02%	157
2020 Q4	$102K	Hold	480	–	–	0.02%	146
2020 Q3	$90K	Hold	480	–	–	0.02%	155
2020 Q2	$82K	Hold	480	–	–	0.02%	149
2020 Q1	$68K	Hold	480	–	–	0.02%	161
2019 Q4	$86K	Hold	480	–	–	0.02%	165
2019 Q3	$79K	Hold	480	–	–	0.02%	171
2019 Q2	$78K	Hold	480	–	–	0.02%	173
2019 Q1	$76K	Hold	480	–	–	0.02%	167
2018 Q4	$67K	Hold	480	–	–	0.02%	161
2018 Q3	$78K	Hold	480	–	–	0.02%	182
2018 Q2	$73K	Hold	480	–	–	0.02%	191
2018 Q1	$70K	Hold	480	–	–	0.02%	197
2017 Q4	$71K	Buy	+480	New	+$69.5K	0.02%	196

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

Arcadia Investment Management's IWB Position: Q1 2026 in Review

Arcadia Investment Management reduced its iShares Russell 1000 ETF (IWB) stake by 16% in Q1 2026, selling an estimated $4.1K and leaving 59 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Arcadia Investment Management first reported a position in IWB in Q4 2017 and has held it in 34 quarters since. The position peaked at $334K in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Arcadia Investment Management held 59 shares of iShares Russell 1000 ETF worth $21K as of Q1 2026.
Arcadia Investment Management sold 11 iShares Russell 1000 ETF shares in Q1 2026, an estimated $4.1K.
iShares Russell 1000 ETF made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #190 holding.
Arcadia Investment Management first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 34 quarters since.
Arcadia Investment Management's iShares Russell 1000 ETF position peaked at $334K in Q4 2021.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.