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Bedel Financial Consulting’s iShares Russell 1000 ETF IWB Stock Holding History

Bedel Financial Consulting’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 		$401K Buy
980
+63
+7% +$25K 0.04% 204
2026
Q1 		$327K Hold
917
– – 0.04% 216
2025
Q4 		$342K Hold
917
– – 0.04% 206
2025
Q3 		$335K Hold
917
– – 0.04% 203
2025
Q2 		$311K Hold
917
– – 0.04% 210
2025
Q1 		$282K Hold
917
– – 0.04% 217
2024
Q4 		$306K Sell
917
-302
-25% -$97.8K 0.04% 210
2024
Q3 		$383K Buy
1,219
+135
+12% +$40.9K 0.05% 169
2024
Q2 		$323K Hold
1,084
– – 0.05% 185
2024
Q1 		$312K Hold
1,084
– – 0.05% 191
2023
Q4 		$284K Sell
1,084
-129
-11% -$31.6K 0.05% 193
2023
Q3 		$285K Sell
1,213
-50
-4% -$12.2K 0.06% 183
2023
Q2 		$308K Buy
1,263
+117
+10% +$26.9K 0.06% 177
2023
Q1 		$258K Sell
1,146
-161
-12% -$35.4K 0.06% 185
2022
Q4 		$275K Hold
1,307
– – 0.07% 174
2022
Q3 		$273K Hold
1,307
– – 0.07% 166
2022
Q2 		$272K Buy
1,307
+1,127
+626% +$255K 0.08% 156
2022
Q1 		$45K Hold
180
– – 0.01% 406
2021
Q4 		$48K Hold
180
– – 0.01% 398
2021
Q3 		$44K Hold
180
– – 0.02% 395
2021
Q2 		$44K Sell
180
-50
-22% -$11.8K 0.02% 399
2021
Q1 		$51K Hold
230
– – 0.02% 355
2020
Q4 		$49K Hold
230
– – 0.02% 319
2020
Q3 		$43K Hold
230
– – 0.02% 321
2020
Q2 		$39K Hold
230
– – 0.02% 307
2020
Q1 		$33K Hold
230
– – 0.02% 318
2019
Q4 		$41K Hold
230
– – 0.02% 311
2019
Q3 		$38K Hold
230
– – 0.02% 313
2019
Q2 		$37K Hold
230
– – 0.02% 318
2019
Q1 		$36K Hold
230
– – 0.02% 317
2018
Q4 		$32K Hold
230
– – 0.02% 304
2018
Q3 		$35K Buy
230
+211
+1,111% +$33.5K 0.02% 313
2018
Q2 		$3K Hold
19
– – ﹤0.01% 594
2018
Q1 		$3K Buy
+19
New +$2.89K ﹤0.01% 592

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 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

Bedel Financial Consulting's IWB Position: Q2 2026 in Review

Bedel Financial Consulting increased its iShares Russell 1000 ETF (IWB) stake by 6.9% in Q2 2026, buying an estimated $25K and bringing the position to 980 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #204.

Bedel Financial Consulting first reported a position in IWB in Q1 2018 and has held it in 34 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Bedel Financial Consulting held 980 shares of iShares Russell 1000 ETF worth $401K as of Q2 2026.
  • Bedel Financial Consulting bought 63 iShares Russell 1000 ETF shares in Q2 2026, an estimated $25K.
  • iShares Russell 1000 ETF made up 0.04% of Bedel Financial Consulting's portfolio in Q2 2026, its #204 holding.
  • Bedel Financial Consulting first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 34 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.