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Ausdal Financial Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Ausdal Financial 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 		$1.9M Sell
5,319
-187
-3% -$69.7K 0.08% 237
2025
Q4 		$2.06M Buy
5,506
+874
+19% +$324K 0.1% 221
2025
Q3 		$1.69M Buy
4,632
+3,094
+201% +$1.09M 0.08% 248
2025
Q2 		$522K Buy
1,538
+721
+88% +$226K 0.03% 419
2025
Q1 		$251K Sell
817
-195
-19% -$63.1K 0.02% 543
2024
Q4 		$326K Sell
1,012
-77
-7% -$24.9K 0.03% 434
2024
Q3 		$342K Sell
1,089
-28,196
-96% -$8.54M 0.04% 381
2024
Q2 		$8.71M Sell
29,285
-1,071
-4% -$308K 0.93% 18
2024
Q1 		$8.74M Sell
30,356
-1,640
-5% -$449K 1.02% 15
2023
Q4 		$8.39M Sell
31,996
-1,764
-5% -$432K 1.04% 16
2023
Q3 		$7.93M Sell
33,760
-1,219
-3% -$298K 1.09% 18
2023
Q2 		$8.53M Buy
34,979
+33,742
+2,728% +$7.77M 1.16% 11
2023
Q1 		$279K Sell
1,237
-249
-17% -$54.8K 0.04% 358
2022
Q4 		$313K Sell
1,486
-16,822
-92% -$3.56M 0.05% 328
2022
Q3 		$3.61M Sell
18,308
-558
-3% -$122K 0.57% 34
2022
Q2 		$3.92M Buy
18,866
+16,622
+741% +$3.76M 0.59% 37
2022
Q1 		$561K Sell
2,244
-133
-6% -$32.8K 0.08% 260
2021
Q4 		$629K Buy
2,377
+7
+0.3% +$1.8K 0.08% 244
2021
Q3 		$573K Buy
2,370
+100
+4% +$24.9K 0.09% 250
2021
Q2 		$550K Sell
2,270
-117
-5% -$27.6K 0.08% 245
2021
Q1 		$534K Sell
2,387
-193
-7% -$42.3K 0.09% 236
2020
Q4 		$547K Buy
2,580
+318
+14% +$63.5K 0.11% 206
2020
Q3 		$423K Sell
2,262
-60
-3% -$11.1K 0.1% 211
2020
Q2 		$399K Sell
2,322
-70
-3% -$11.3K 0.13% 170
2020
Q1 		$370K Sell
2,392
-27
-1% -$4.56K 0.13% 169
2019
Q4 		$439K Hold
2,419
– – 0.13% 202
2019
Q3 		$398K Sell
2,419
-278
-10% -$45.6K 0.14% 191
2019
Q2 		$451K Buy
2,697
+23
+0.9% +$3.68K 0.17% 161
2019
Q1 		$421K Sell
2,674
-339
-11% -$51.3K 0.17% 155
2018
Q4 		$418K Sell
3,013
-349
-10% -$52.2K 0.2% 127
2018
Q3 		$544K Sell
3,362
-10
-0.3% -$1.59K 0.15% 177
2018
Q2 		$512K Sell
3,372
-397
-11% -$59.8K 0.16% 186
2018
Q1 		$553K Sell
3,769
-654
-15% -$99.4K 0.19% 157
2017
Q4 		$657K Sell
4,423
-2,231
-34% -$323K 0.24% 131
2017
Q3 		$931K Buy
6,654
+1,148
+21% +$158K 0.37% 73
2017
Q2 		$745K Buy
5,506
+2,283
+71% +$305K 0.32% 85
2017
Q1 		$423K Buy
3,223
+255
+9% +$33K 0.19% 137
2016
Q4 		$369K Buy
2,968
+404
+16% +$49.1K 0.17% 154
2016
Q3 		$309K Sell
2,564
-180
-7% -$21.6K 0.16% 166
2016
Q2 		$321K Buy
2,744
+114
+4% +$13.1K 0.16% 155
2016
Q1 		$300K Buy
2,630
+107
+4% +$11.6K 0.17% 149
2015
Q4 		$286K Buy
+2,523
New +$288K 0.14% 161

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 $424B AUM 22.94% 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

Ausdal Financial Partners's IWB Position: Q1 2026 in Review

Ausdal Financial Partners reduced its iShares Russell 1000 ETF (IWB) stake by 3.4% in Q1 2026, selling an estimated $69.7K and leaving 5,319 shares worth $1.9M. The position accounts for 0.08% of the portfolio, ranked #237.

Ausdal Financial Partners first reported a position in IWB in Q4 2015 and has held it in 42 quarters since. The position peaked at $8.74M in Q1 2024. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Ausdal Financial Partners held 5,319 shares of iShares Russell 1000 ETF worth $1.9M as of Q1 2026.
  • Ausdal Financial Partners sold 187 iShares Russell 1000 ETF shares in Q1 2026, an estimated $69.7K.
  • iShares Russell 1000 ETF made up 0.08% of Ausdal Financial Partners's portfolio in Q1 2026, its #237 holding.
  • Ausdal Financial Partners first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 42 quarters since.
  • Ausdal Financial Partners's iShares Russell 1000 ETF position peaked at $8.74M in Q1 2024.
  • 1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.