Bigelow Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Bigelow Investment Advisors’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	$239K	Hold	670	–	–	0.1%	143
2025 Q4	$250K	Sell	670 -50	-7%	-$18.5K	0.1%	140
2025 Q3	$263K	Hold	720	–	–	0.11%	140
2025 Q2	$244K	Hold	720	–	–	0.11%	139
2025 Q1	$221K	Hold	720	–	–	0.1%	141
2024 Q4	$232K	Sell	720 -200	-22%	-$64.8K	0.11%	139
2024 Q3	$289K	Sell	920 -25	-3%	-$7.57K	0.13%	138
2024 Q2	$281K	Hold	945	–	–	0.13%	135
2024 Q1	$272K	Sell	945 -25	-3%	-$6.85K	0.13%	138
2023 Q4	$254K	Hold	970	–	–	0.14%	136
2023 Q3	$228K	Sell	970 -25	-3%	-$6.12K	0.13%	140
2023 Q2	$243K	Hold	995	–	–	0.13%	139
2023 Q1	$224K	Hold	995	–	–	0.13%	141
2022 Q4	$209K	Buy	+995	New	+$211K	0.12%	140
2022 Q3	–	Sell	-995	Closed	-$207K	–	142
2022 Q2	$207K	Sell	995 -100	-9%	-$22.6K	0.11%	139
2022 Q1	$274K	Hold	1,095	–	–	0.13%	129
2021 Q4	$290K	Sell	1,095 -25	-2%	-$6.43K	0.13%	125
2021 Q3	$271K	Hold	1,120	–	–	0.13%	125
2021 Q2	$271K	Hold	1,120	–	–	0.13%	126
2021 Q1	$251K	Hold	1,120	–	–	0.13%	129
2020 Q4	$237K	Hold	1,120	–	–	0.13%	130
2020 Q3	$210K	Buy	+1,120	New	+$207K	0.12%	131
2018 Q4	–	Sell	-3,381	Closed	-$547K	–	153
2018 Q3	$547K	Hold	3,381	–	–	0.37%	77
2018 Q2	$514K	Buy	3,381 +1,650	+95%	+$249K	0.35%	84
2018 Q1	$254K	Hold	1,731	–	–	0.17%	134
2017 Q4	$257K	Buy	+1,731	New	+$251K	0.26%	91

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

Bigelow Investment Advisors's IWB Position: Q1 2026 in Review

Bigelow Investment Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 670 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #143.

Bigelow Investment Advisors first reported a position in IWB in Q4 2017 and has held it in 26 quarters since. The position peaked at $547K in Q3 2018. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Bigelow Investment Advisors held 670 shares of iShares Russell 1000 ETF worth $239K as of Q1 2026.
Bigelow Investment Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.1% of Bigelow Investment Advisors's portfolio in Q1 2026, its #143 holding.
Bigelow Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 26 quarters since.
Bigelow Investment Advisors's iShares Russell 1000 ETF position peaked at $547K in Q3 2018.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.