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Ascent Group’s iShares Russell 1000 ETF IWB Stock Holding History

Ascent Group’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 		$3.72M Buy
10,431
+212
+2% +$79K 0.13% 155
2025
Q4 		$3.82M Sell
10,219
-197
-2% -$73K 0.13% 151
2025
Q3 		$3.81M Sell
10,416
-534
-5% -$188K 0.13% 152
2025
Q2 		$3.72M Sell
10,950
-583
-5% -$183K 0.14% 143
2025
Q1 		$3.54M Buy
11,533
+4,615
+67% +$1.49M 0.15% 147
2024
Q4 		$2.23M Sell
6,918
-2,554
-27% -$827K 0.17% 152
2024
Q3 		$2.98M Buy
9,472
+182
+2% +$55.1K 0.23% 108
2024
Q2 		$2.76M Sell
9,290
-891
-9% -$256K 0.23% 115
2024
Q1 		$2.93M Sell
10,181
-395
-4% -$108K 0.26% 102
2023
Q4 		$2.92M Sell
10,576
-717
-6% -$176K 0.28% 91
2023
Q3 		$2.69M Sell
11,293
-686
-6% -$168K 0.3% 88
2023
Q2 		$2.96M Sell
11,979
-958
-7% -$221K 0.33% 83
2023
Q1 		$2.91M Sell
12,937
-528
-4% -$116K 0.31% 81
2022
Q4 		$2.83M Sell
13,465
-410
-3% -$86.8K 0.33% 74
2022
Q3 		$2.95M Sell
13,875
-5
-0% -$1.1K 0.36% 69
2022
Q2 		$3.15M Sell
13,880
-264
-2% -$59.7K 0.38% 73
2022
Q1 		$3.54M Sell
14,144
-2,820
-17% -$696K 0.41% 76
2021
Q4 		$4.12M Buy
+16,964
New +$4.37M 0.52% 47

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

Ascent Group's IWB Position: Q1 2026 in Review

Ascent Group increased its iShares Russell 1000 ETF (IWB) stake by 2.1% in Q1 2026, buying an estimated $79K and bringing the position to 10,431 shares worth $3.72M. The position accounts for 0.13% of the portfolio, ranked #155.

Ascent Group first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.12M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Ascent Group held 10,431 shares of iShares Russell 1000 ETF worth $3.72M as of Q1 2026.
  • Ascent Group bought 212 iShares Russell 1000 ETF shares in Q1 2026, an estimated $79K.
  • iShares Russell 1000 ETF made up 0.13% of Ascent Group's portfolio in Q1 2026, its #155 holding.
  • Ascent Group first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Ascent Group's iShares Russell 1000 ETF position peaked at $4.12M in Q4 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.