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

Balboa 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 		$636K Buy
1,552
+726
+88% +$288K 0.09% 194
2026
Q1 		$295K Buy
826
+79
+11% +$29.4K 0.05% 313
2025
Q4 		$279K Buy
747
+2
+0.3% +$741 0.05% 305
2025
Q3 		$272K Hold
745
– – 0.05% 293
2025
Q2 		$253K Buy
+745
New +$234K 0.05% 285

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 29.2% 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

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

Balboa Wealth Partners increased its iShares Russell 1000 ETF (IWB) stake by 88% in Q2 2026, buying an estimated $288K and bringing the position to 1,552 shares worth $636K. The position accounts for 0.09% of the portfolio, ranked #194.

Balboa Wealth Partners first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Balboa Wealth Partners held 1,552 shares of iShares Russell 1000 ETF worth $636K as of Q2 2026.
  • Balboa Wealth Partners bought 726 iShares Russell 1000 ETF shares in Q2 2026, an estimated $288K.
  • iShares Russell 1000 ETF made up 0.09% of Balboa Wealth Partners's portfolio in Q2 2026, its #194 holding.
  • Balboa Wealth Partners first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.