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

Bay Harbor 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	$75.6K	Sell	212 -16	-7%	-$5.96K	0.02%	102
2025 Q4	$85.1K	Sell	228 -50	-18%	-$18.5K	0.02%	97
2025 Q3	$102K	Sell	278 -9	-3%	-$3.17K	0.03%	85
2025 Q2	$97.5K	Buy	+287	New	+$90.1K	0.03%	88
2019 Q4	–	Sell	-257	Closed	-$42K	–	359
2019 Q3	$42K	Buy	257 +22	+9%	+$3.61K	0.03%	168
2019 Q2	$38K	Sell	235 -53	-18%	-$8.49K	0.02%	185
2019 Q1	$45K	Sell	288 -100	-26%	-$15.1K	0.03%	169
2018 Q4	$54K	Buy	+388	New	+$58K	0.04%	148

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bay Harbor Wealth Management's IWB Position: Q1 2026 in Review

Bay Harbor Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 7% in Q1 2026, selling an estimated $5.96K and leaving 212 shares worth $75.6K. The position accounts for 0.02% of the portfolio, ranked #102.

Bay Harbor Wealth Management first reported a position in IWB in Q4 2018 and has held it in 8 quarters since. The position peaked at $102K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Bay Harbor Wealth Management held 212 shares of iShares Russell 1000 ETF worth $75.6K as of Q1 2026.
Bay Harbor Wealth Management sold 16 iShares Russell 1000 ETF shares in Q1 2026, an estimated $5.96K.
iShares Russell 1000 ETF made up 0.02% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #102 holding.
Bay Harbor Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 8 quarters since.
Bay Harbor Wealth Management's iShares Russell 1000 ETF position peaked at $102K in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.