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Badgley Phelps Wealth Managers’s iShares Russell 1000 ETF IWB Stock Holding History

Badgley Phelps Wealth Managers’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 		$18M Sell
50,463
-740
-1% -$276K 0.36% 79
2025
Q4 		$19.1M Sell
51,203
-318
-0.6% -$118K 0.35% 70
2025
Q3 		$18.8M Sell
51,521
-496
-1% -$175K 0.4% 68
2025
Q2 		$17.7M Sell
52,017
-46
-0.1% -$14.4K 0.39% 70
2025
Q1 		$16M Sell
52,063
-2,290
-4% -$740K 0.39% 73
2024
Q4 		$17.5M Sell
54,353
-287
-0.5% -$93K 0.41% 66
2024
Q3 		$17.2M Sell
54,640
-1,587
-3% -$481K 0.4% 74
2024
Q2 		$16.7M Sell
56,227
-3,265
-5% -$937K 0.41% 71
2024
Q1 		$17.1M Sell
59,492
-494
-0.8% -$135K 0.43% 76
2023
Q4 		$15.7M Buy
59,986
+18,898
+46% +$4.63M 0.43% 74
2023
Q3 		$9.65M Sell
41,088
-2,306
-5% -$565K 0.33% 92
2023
Q2 		$10.6M Buy
43,394
+1,245
+3% +$287K 0.35% 86
2023
Q1 		$9.49M Sell
42,149
-2,086
-5% -$459K 0.35% 91
2022
Q4 		$9.31M Buy
44,235
+775
+2% +$164K 0.37% 90
2022
Q3 		$8.58M Buy
43,460
+415
+1% +$91K 0.37% 90
2022
Q2 		$8.94M Buy
43,045
+654
+2% +$148K 0.37% 88
2022
Q1 		$10.6M Buy
42,391
+403
+1% +$99.5K 0.37% 89
2021
Q4 		$11.1M Sell
41,988
-37
-0.1% -$9.52K 0.36% 91
2021
Q3 		$10.2M Buy
+42,025
New +$10.4M 0.37% 92

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

Badgley Phelps Wealth Managers's IWB Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its iShares Russell 1000 ETF (IWB) stake by 1.4% in Q1 2026, selling an estimated $276K and leaving 50,463 shares worth $18M. The position accounts for 0.36% of the portfolio, ranked #79.

Badgley Phelps Wealth Managers first reported a position in IWB in Q3 2021 and has held it in 19 quarters since. The position peaked at $19.1M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Badgley Phelps Wealth Managers held 50,463 shares of iShares Russell 1000 ETF worth $18M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 740 iShares Russell 1000 ETF shares in Q1 2026, an estimated $276K.
  • iShares Russell 1000 ETF made up 0.36% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #79 holding.
  • Badgley Phelps Wealth Managers first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's iShares Russell 1000 ETF position peaked at $19.1M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.