Belpointe Asset Management
IWB icon

Belpointe Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Belpointe Asset 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
Q3 		$4.86M Buy
11,671
+879
+8% +$365K 0.13% 150
2026
Q2 		$4.42M Buy
10,792
+438
+4% +$174K 0.14% 129
2026
Q1 		$3.69M Buy
10,354
+9
+0.1% +$3.35K 0.13% 138
2025
Q4 		$3.86M Sell
10,345
-559
-5% -$207K 0.14% 123
2025
Q3 		$3.99M Buy
10,904
+5,692
+109% +$2M 0.15% 116
2025
Q2 		$1.77M Buy
5,212
+236
+5% +$74.1K 0.07% 223
2025
Q1 		$1.53M Buy
4,976
+1,407
+39% +$455K 0.08% 239
2024
Q4 		$1.1M Sell
3,569
-2,808
-44% -$910K 0.07% 284
2024
Q3 		$2M Sell
6,377
-266
-4% -$80.6K 0.12% 167
2024
Q2 		$1.98M Sell
6,643
-4,039
-38% -$1.16M 0.14% 143
2024
Q1 		$3.08M Sell
10,682
-1,673
-14% -$459K 0.23% 94
2023
Q4 		$3.24M Buy
12,355
+9,236
+296% +$2.26M 0.28% 64
2023
Q3 		$733K Sell
3,119
-3,545
-53% -$868K 0.08% 255
2023
Q2 		$1.62M Sell
6,664
-11,784
-64% -$2.71M 0.17% 120
2023
Q1 		$4.15M Buy
18,448
+15,938
+635% +$3.51M 0.22% 81
2022
Q4 		$528K Buy
2,510
+35
+1% +$7.41K 0.03% 511
2022
Q3 		$488K Sell
2,475
-189
-7% -$41.4K 0.03% 514
2022
Q2 		$553K Buy
2,664
+1,509
+131% +$341K 0.04% 448
2022
Q1 		$289K Buy
1,155
+153
+15% +$37.8K 0.02% 737
2021
Q4 		$265K Buy
1,002
+152
+18% +$39.1K 0.02% 768
2021
Q3 		$205K Sell
850
-51
-6% -$12.7K 0.01% 848
2021
Q2 		$218K Buy
901
+88
+11% +$20.7K 0.02% 804
2021
Q1 		$182K Buy
813
+40
+5% +$8.76K 0.02% 784
2020
Q4 		$164K Sell
773
-157
-17% -$31.3K 0.01% 767
2020
Q3 		$174K Sell
930
-51
-5% -$9.42K 0.02% 596
2020
Q2 		$168K Hold
981
– – 0.02% 576
2020
Q1 		$139K Buy
981
+1
+0.1% +$169 0.02% 522
2019
Q4 		$175K Buy
980
+1
+0.1% +$171 0.02% 580
2019
Q3 		$161K Sell
979
-100
-9% -$16.4K 0.03% 527
2019
Q2 		$176K Buy
+1,079
New +$173K 0.03% 442

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Belpointe Asset Management's IWB Position: Q3 2026 in Review

Belpointe Asset Management increased its iShares Russell 1000 ETF (IWB) stake by 8.1% in Q3 2026, buying an estimated $365K and bringing the position to 11,671 shares worth $4.86M. The position accounts for 0.13% of the portfolio, ranked #150.

Belpointe Asset Management first reported a position in IWB in Q2 2019 and has held it in 30 quarters since. 1,364 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Belpointe Asset Management held 11,671 shares of iShares Russell 1000 ETF worth $4.86M as of Q3 2026.
  • Belpointe Asset Management bought 879 iShares Russell 1000 ETF shares in Q3 2026, an estimated $365K.
  • iShares Russell 1000 ETF made up 0.13% of Belpointe Asset Management's portfolio in Q3 2026, its #150 holding.
  • Belpointe Asset Management first reported a position in iShares Russell 1000 ETF in Q2 2019 and has held it in 30 quarters since.
  • 1,364 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.