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Axis Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Axis Wealth 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
Q2 		$206K Buy
+504
New +$200K 0.1% 177
2026
Q1 		– Sell
-557
Closed -$208K – 175
2025
Q4 		$208K Buy
557
+10
+2% +$3.7K 0.11% 163
2025
Q3 		$200K Buy
+547
New +$193K 0.12% 160

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

Axis Wealth Partners's IWB Position: Q2 2026 in Review

Axis Wealth Partners opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 504 shares worth $206K. The stake represents 0.1% of the portfolio and ranks #177 among its holdings. This is a return to the name: Axis Wealth Partners previously reported a position in IWB as recently as Q4 2025.

Axis Wealth Partners first reported a position in IWB in Q3 2025 and has held it in 3 quarters since. The position peaked at $208K in Q4 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Axis Wealth Partners held 504 shares of iShares Russell 1000 ETF worth $206K as of Q2 2026.
  • iShares Russell 1000 ETF was a new Axis Wealth Partners position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.1% of Axis Wealth Partners's portfolio in Q2 2026, its #177 holding.
  • Axis Wealth Partners first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 3 quarters since.
  • Axis Wealth Partners's iShares Russell 1000 ETF position peaked at $208K in Q4 2025.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.