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Bingham Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Bingham Private Wealth’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 		$248K Hold
605
– – 0.17% 148
2026
Q1 		$216K Hold
605
– – 0.17% 152
2025
Q4 		$226K Buy
+605
New +$224K 0.2% 134
2025
Q2 		$244K Hold
719
– – 0.23% 132
2025
Q1 		$221K Hold
719
– – 0.23% 142
2024
Q4 		$232K Buy
+719
New +$233K 0.25% 126

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 22.96% 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

Bingham Private Wealth's IWB Position: Q2 2026 in Review

Bingham Private Wealth held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 605 shares worth $248K. The position accounts for 0.17% of the portfolio, ranked #148.

Bingham Private Wealth first reported a position in IWB in Q4 2024 and has held it in 6 quarters since. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Bingham Private Wealth held 605 shares of iShares Russell 1000 ETF worth $248K as of Q2 2026.
  • Bingham Private Wealth left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.17% of Bingham Private Wealth's portfolio in Q2 2026, its #148 holding.
  • Bingham Private Wealth first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.