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Arkadios Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Arkadios Wealth 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 		$2.76M Buy
7,733
+1,357
+21% +$506K 0.05% 411
2025
Q4 		$2.38M Buy
6,376
+778
+14% +$288K 0.05% 404
2025
Q3 		$2.05M Buy
5,598
+177
+3% +$62.3K 0.05% 393
2025
Q2 		$1.84M Sell
5,421
-106
-2% -$33.3K 0.05% 371
2025
Q1 		$1.7M Buy
5,527
+720
+15% +$233K 0.06% 326
2024
Q4 		$1.55M Sell
4,807
-5,759
-55% -$1.87M 0.08% 233
2024
Q3 		$3.32M Buy
10,566
+9,874
+1,427% +$2.99M 0.19% 113
2024
Q2 		$206K Buy
+692
New +$199K 0.01% 756
2023
Q4 		– Sell
-2,425
Closed -$570K – 745
2023
Q3 		$570K Buy
2,425
+1,544
+175% +$378K 0.05% 306
2023
Q2 		$215K Sell
881
-8
-0.9% -$1.84K 0.03% 559
2023
Q1 		$200K Sell
889
-66
-7% -$14.5K 0.02% 572
2022
Q4 		$201K Buy
+955
New +$202K 0.03% 527
2021
Q4 		– Sell
-207
Closed -$50K – 1184
2021
Q3 		$50K Buy
207
+162
+360% +$40.3K 0.01% 876
2021
Q2 		$10K Hold
45
– – ﹤0.01% 1533
2021
Q1 		$10K Buy
+45
New +$9.85K ﹤0.01% 1192

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

Arkadios Wealth Advisors's IWB Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 21% in Q1 2026, buying an estimated $506K and bringing the position to 7,733 shares worth $2.76M. The position accounts for 0.05% of the portfolio, ranked #411.

Arkadios Wealth Advisors first reported a position in IWB in Q1 2021 and has held it in 15 quarters since. The position peaked at $3.32M in Q3 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Arkadios Wealth Advisors held 7,733 shares of iShares Russell 1000 ETF worth $2.76M as of Q1 2026.
  • Arkadios Wealth Advisors bought 1,357 iShares Russell 1000 ETF shares in Q1 2026, an estimated $506K.
  • iShares Russell 1000 ETF made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #411 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 15 quarters since.
  • Arkadios Wealth Advisors's iShares Russell 1000 ETF position peaked at $3.32M in Q3 2024.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.