BIP Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

BIP 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 Q1	$686K	Hold	1,925	–	–	0.03%	244
2025 Q4	$719K	Buy	1,925 +157	+9%	+$58.2K	0.03%	248
2025 Q3	$646K	Sell	1,768 -29	-2%	-$10.2K	0.03%	156
2025 Q2	$610K	Sell	1,797 -28	-2%	-$8.79K	0.04%	136
2025 Q1	$560K	Sell	1,825 -449	-20%	-$145K	0.04%	139
2024 Q4	$733K	Sell	2,274 -69	-3%	-$22.4K	0.05%	124
2024 Q3	$737K	Sell	2,343 -123	-5%	-$37.3K	0.05%	108
2024 Q2	$734K	Hold	2,466	–	–	0.06%	94
2024 Q1	$710K	Buy	2,466 +533	+28%	+$146K	0.05%	107
2023 Q4	$507K	Hold	1,933	–	–	0.04%	117
2023 Q3	$454K	Hold	1,933	–	–	0.04%	111
2023 Q2	$471K	Sell	1,933 -430	-18%	-$99K	0.04%	112
2023 Q1	$532K	Buy	+2,363	New	+$520K	0.06%	104

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

BIP Wealth's IWB Position: Q1 2026 in Review

BIP Wealth held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,925 shares worth $686K. The position accounts for 0.03% of the portfolio, ranked #244.

BIP Wealth first reported a position in IWB in Q1 2023 and has held it in 13 quarters since. The position peaked at $737K in Q3 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

BIP Wealth held 1,925 shares of iShares Russell 1000 ETF worth $686K as of Q1 2026.
BIP Wealth left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.03% of BIP Wealth's portfolio in Q1 2026, its #244 holding.
BIP Wealth first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's iShares Russell 1000 ETF position peaked at $737K in Q3 2024.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.