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Axxcess Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Axxcess Wealth Management’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 		– Sell
-4,979
Closed -$1.86M – 705
2025
Q4 		$1.86M Buy
4,979
+325
+7% +$120K 0.03% 388
2025
Q3 		$1.7M Sell
4,654
-110
-2% -$38.7K 0.04% 350
2025
Q2 		$1.62M Buy
4,764
+908
+24% +$285K 0.04% 324
2025
Q1 		$1.18M Sell
3,856
-71
-2% -$23K 0.03% 350
2024
Q4 		$1.27M Buy
3,927
+27
+0.7% +$8.75K 0.03% 358
2024
Q3 		$1.23M Buy
3,900
+150
+4% +$45.4K 0.03% 348
2024
Q2 		$1.12M Sell
3,750
-209
-5% -$60K 0.03% 353
2024
Q1 		$1.14M Buy
3,959
+177
+5% +$48.5K 0.03% 347
2023
Q4 		$992K Buy
3,782
+160
+4% +$39.2K 0.03% 355
2023
Q3 		$851K Buy
3,622
+2,736
+309% +$670K 0.03% 348
2023
Q2 		$216K Buy
+886
New +$204K 0.02% 533
2022
Q2 		– Sell
-1,449
Closed -$362K – 599
2022
Q1 		$362K Buy
+1,449
New +$358K 0.03% 430

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

Axxcess Wealth Management's IWB Position: Q1 2026 in Review

Axxcess Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 4,979 shares — an estimated $1.86M sold.

Axxcess Wealth Management first reported a position in IWB in Q1 2022 and held it in 12 quarters. The position peaked at $1.86M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Axxcess Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,979 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.86M.
  • Axxcess Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2022 and held it in 12 quarters.
  • Axxcess Wealth Management's iShares Russell 1000 ETF position peaked at $1.86M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.