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Ashton Thomas Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Ashton Thomas Private Wealth’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
Q2 		$7.08M Buy
17,295
+227
+1% +$90K 0.15% 146
2026
Q1 		$6.09M Buy
17,068
+738
+5% +$275K 0.14% 152
2025
Q4 		$6.1M Sell
16,330
-52
-0.3% -$19.3K 0.15% 149
2025
Q3 		$5.99M Buy
16,382
+585
+4% +$206K 0.16% 153
2025
Q2 		$5.36M Sell
15,797
-516
-3% -$162K 0.19% 129
2025
Q1 		$5M Buy
16,313
+5,980
+58% +$1.93M 0.19% 129
2024
Q4 		$3.33M Buy
10,333
+7,717
+295% +$2.5M 0.13% 190
2024
Q3 		$823K Sell
2,616
-70
-3% -$21.2K 0.04% 352
2024
Q2 		$799K Buy
2,686
+1
+0% +$287 0.04% 342
2024
Q1 		$773K Sell
2,685
-9
-0.3% -$2.47K 0.04% 346
2023
Q4 		$707K Buy
2,694
+6
+0.2% +$1.47K 0.04% 353
2023
Q3 		$631K Sell
2,688
-114
-4% -$27.9K 0.05% 360
2023
Q2 		$683K Sell
2,802
-5
-0.2% -$1.15K 0.05% 349
2023
Q1 		$632K Buy
2,807
+1
+0% +$220 0.06% 324
2022
Q4 		$591K Hold
2,806
– – 0.06% 322
2022
Q3 		$554K Sell
2,806
-25
-0.9% -$5.48K 0.06% 311
2022
Q2 		$588K Sell
2,831
-49
-2% -$11.1K 0.06% 286
2022
Q1 		$720K Buy
2,880
+590
+26% +$146K 0.06% 302
2021
Q4 		$606K Buy
2,290
+1,222
+114% +$315K 0.06% 308
2021
Q3 		$258K Buy
+1,068
New +$266K 0.04% 321

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ashton Thomas Private Wealth's IWB Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares Russell 1000 ETF (IWB) stake by 1.3% in Q2 2026, buying an estimated $90K and bringing the position to 17,295 shares worth $7.08M. The position accounts for 0.15% of the portfolio, ranked #146.

Ashton Thomas Private Wealth first reported a position in IWB in Q3 2021 and has held it in 20 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Ashton Thomas Private Wealth held 17,295 shares of iShares Russell 1000 ETF worth $7.08M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 227 iShares Russell 1000 ETF shares in Q2 2026, an estimated $90K.
  • iShares Russell 1000 ETF made up 0.15% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #146 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.