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 Q2	$20.1M	Sell	49,009 -1,454	-3%	-$576K	0.35%	70
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Badgley Phelps Wealth Managers's IWB Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its iShares Russell 1000 ETF (IWB) stake by 2.9% in Q2 2026, selling an estimated $576K and leaving 49,009 shares worth $20.1M. The position accounts for 0.35% of the portfolio, ranked #70.

Badgley Phelps Wealth Managers first reported a position in IWB in Q3 2021 and has held it in 20 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Badgley Phelps Wealth Managers held 49,009 shares of iShares Russell 1000 ETF worth $20.1M as of Q2 2026.
Badgley Phelps Wealth Managers sold 1,454 iShares Russell 1000 ETF shares in Q2 2026, an estimated $576K.
iShares Russell 1000 ETF made up 0.35% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #70 holding.
Badgley Phelps Wealth Managers first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 20 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.