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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
Q2 		$3.94M Buy
9,617
+7,692
+400% +$3.05M 0.11% 134
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

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 22.9% 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

BIP Wealth's IWB Position: Q2 2026 in Review

BIP Wealth increased its iShares Russell 1000 ETF (IWB) stake by 400% in Q2 2026, buying an estimated $3.05M and bringing the position to 9,617 shares worth $3.94M. The position accounts for 0.11% of the portfolio, ranked #134.

BIP Wealth first reported a position in IWB in Q1 2023 and has held it in 14 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • BIP Wealth held 9,617 shares of iShares Russell 1000 ETF worth $3.94M as of Q2 2026.
  • BIP Wealth bought 7,692 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.05M.
  • iShares Russell 1000 ETF made up 0.11% of BIP Wealth's portfolio in Q2 2026, its #134 holding.
  • BIP Wealth first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.