Benjamin Edwards Inc’s iShares Russell 1000 ETF IWB Stock Holding History

Benjamin Edwards Inc’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	$1.36M	Sell	3,811 -35	-0.9%	-$13K	0.01%	659
2025 Q4	$1.44M	Sell	3,846 -190	-5%	-$70.4K	0.02%	602
2025 Q3	$1.48M	Sell	4,036 -152	-4%	-$53.5K	0.02%	571
2025 Q2	$1.42M	Buy	4,188 +32	+0.8%	+$10K	0.02%	532
2025 Q1	$1.27M	Buy	4,156 +311	+8%	+$101K	0.02%	518
2024 Q4	$1.24M	Buy	3,845 +239	+7%	+$77.4K	0.02%	541
2024 Q3	$1.13M	Buy	+3,606	New	+$1.09M	0.02%	563

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

Benjamin Edwards Inc's IWB Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its iShares Russell 1000 ETF (IWB) stake by 0.91% in Q1 2026, selling an estimated $13K and leaving 3,811 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #659.

Benjamin Edwards Inc first reported a position in IWB in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Benjamin Edwards Inc held 3,811 shares of iShares Russell 1000 ETF worth $1.36M as of Q1 2026.
Benjamin Edwards Inc sold 35 iShares Russell 1000 ETF shares in Q1 2026, an estimated $13K.
iShares Russell 1000 ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #659 holding.
Benjamin Edwards Inc first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 7 quarters since.
Benjamin Edwards Inc's iShares Russell 1000 ETF position peaked at $1.48M in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.