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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
Q2 		$2.26M Buy
+5,510
New +$2.18M 0.04% 372
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

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 22.9% 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

Axxcess Wealth Management's IWB Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 5,510 shares worth $2.26M. The stake represents 0.04% of the portfolio and ranks #372 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IWB as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IWB in Q1 2022 and has held it in 13 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Axxcess Wealth Management held 5,510 shares of iShares Russell 1000 ETF worth $2.26M as of Q2 2026.
  • iShares Russell 1000 ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #372 holding.
  • Axxcess Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 13 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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