Beaumont Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $475K | Hold |
1,332
| – | – | 0.03% | 244 |
|
|
2025
Q4 | $497K | Sell |
1,332
-37
| -3% | -$13.7K | 0.03% | 231 |
|
|
2025
Q3 | $500K | Buy |
1,369
+1
| +0.1% | +$352 | 0.03% | 242 |
|
|
2025
Q2 | $464K | Buy |
1,368
+1
| +0.1% | +$314 | 0.03% | 231 |
|
|
2025
Q1 | $419K | Sell |
1,367
-260
| -16% | -$84.1K | 0.03% | 242 |
|
|
2024
Q4 | $524K | Sell |
1,627
-184
| -10% | -$59.6K | 0.04% | 214 |
|
|
2024
Q3 | $569K | Buy |
1,811
+263
| +17% | +$79.6K | 0.04% | 197 |
|
|
2024
Q2 | $461K | Sell |
1,548
-35
| -2% | -$10K | 0.04% | 221 |
|
|
2024
Q1 | $456K | Buy |
1,583
+2
| +0.1% | +$548 | 0.04% | 218 |
|
|
2023
Q4 | $415K | Sell |
1,581
-352
| -18% | -$86.2K | 0.04% | 218 |
|
|
2023
Q3 | $454K | Buy |
1,933
+153
| +9% | +$37.5K | 0.05% | 188 |
|
|
2023
Q2 | $434K | Hold |
1,780
| – | – | 0.04% | 210 |
|
|
2023
Q1 | $401K | Buy |
1,780
+38
| +2% | +$8.36K | 0.04% | 202 |
|
|
2022
Q4 | $367K | Buy |
1,742
+20
| +1% | +$4.23K | 0.04% | 215 |
|
|
2022
Q3 | $340K | Buy |
1,722
+115
| +7% | +$25.2K | 0.03% | 215 |
|
|
2022
Q2 | $334K | Sell |
1,607
-204
| -11% | -$46.1K | 0.03% | 222 |
|
|
2022
Q1 | $453K | Sell |
1,811
-113,488
| -98% | -$28M | 0.03% | 223 |
|
|
2021
Q4 | $30.5M | Buy |
115,299
+1,596
| +1% | +$411K | 2.21% | 8 |
|
|
2021
Q3 | $27.5M | Buy |
113,703
+732
| +0.6% | +$182K | 2.12% | 9 |
|
|
2021
Q2 | $27.3M | Buy |
112,971
+110,601
| +4,667% | +$26.1M | 2.08% | 8 |
|
|
2021
Q1 | $530K | Hold |
2,370
| – | – | 0.04% | 188 |
|
|
2020
Q4 | $502K | Buy |
2,370
+435
| +22% | +$86.8K | 0.04% | 195 |
|
|
2020
Q3 | $362K | Hold |
1,935
| – | – | 0.03% | 229 |
|
|
2020
Q2 | $332K | Buy |
1,935
+200
| +12% | +$32.4K | 0.03% | 221 |
|
|
2020
Q1 | $246K | Sell |
1,735
-4,724
| -73% | -$799K | 0.03% | 210 |
|
|
2019
Q4 | $1.15M | Buy |
6,459
+3,611
| +127% | +$616K | 0.11% | 121 |
|
|
2019
Q3 | $469K | Buy |
+2,848
| New | +$467K | 0.05% | 176 |
|
|
2017
Q1 | – | Sell |
-26,331
| Closed | -$3.28M | – | 187 |
|
|
2016
Q4 | $3.28M | Sell |
26,331
-6,821
| -21% | -$830K | 0.5% | 61 |
|
|
2016
Q3 | $3.99M | Sell |
33,152
-5,153
| -13% | -$619K | 0.63% | 60 |
|
|
2016
Q2 | $4.48M | Buy |
38,305
+15,359
| +67% | +$1.77M | 0.73% | 51 |
|
|
2016
Q1 | $2.62M | Buy |
+22,946
| New | +$2.48M | 0.43% | 68 |
|
|
2015
Q1 | – | Sell |
-157,288
| Closed | -$18M | – | 153 |
|
|
2014
Q4 | $18M | Sell |
157,288
-64,729
| -29% | -$7.26M | 0.87% | 41 |
|
|
2014
Q3 | $24.4M | Buy |
222,017
+96,497
| +77% | +$10.7M | 1.59% | 31 |
|
|
2014
Q2 | $13.8M | Buy |
125,520
+42,125
| +51% | +$4.48M | 0.98% | 42 |
|
|
2014
Q1 | $8.74M | Buy |
+83,395
| New | +$8.58M | 0.72% | 46 |
|
|
2013
Q3 | – | Sell |
-85,816
| Closed | -$7.72M | – | 163 |
|
|
2013
Q2 | $7.72M | Buy |
+85,816
| New | +$7.69M | 0.71% | 44 |
|
Other funds holding IWB
Beaumont Financial Advisors's IWB Position: Q1 2026 in Review
Beaumont Financial Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,332 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #244.
Beaumont Financial Advisors first reported a position in IWB in Q2 2013 and has held it in 36 quarters since. The position peaked at $30.5M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- Beaumont Financial Advisors held 1,332 shares of iShares Russell 1000 ETF worth $475K as of Q1 2026.
- Beaumont Financial Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
- iShares Russell 1000 ETF made up 0.03% of Beaumont Financial Advisors's portfolio in Q1 2026, its #244 holding.
- Beaumont Financial Advisors first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 36 quarters since.
- Beaumont Financial Advisors's iShares Russell 1000 ETF position peaked at $30.5M in Q4 2021.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.