Black Diamond Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Black Diamond Financial’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	$577K	Hold	1,618	–	–	0.06%	100
2025 Q4	$604K	Hold	1,618	–	–	0.06%	91
2025 Q3	$591K	Buy	+1,618	New	+$570K	0.07%	93
2025 Q2	–	Sell	-1,618	Closed	-$496K	–	150
2025 Q1	$496K	Hold	1,618	–	–	0.07%	89
2024 Q4	$521K	Hold	1,618	–	–	0.08%	85
2024 Q3	$509K	Hold	1,618	–	–	0.09%	81
2024 Q2	$481K	Buy	1,618 +794	+96%	+$228K	0.09%	86
2024 Q1	$216K	Hold	824	–	–	0.06%	105
2023 Q4	$216K	Buy	+824	New	+$202K	0.06%	105

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

Black Diamond Financial's IWB Position: Q1 2026 in Review

Black Diamond Financial held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,618 shares worth $577K. The position accounts for 0.06% of the portfolio, ranked #100.

Black Diamond Financial first reported a position in IWB in Q4 2023 and has held it in 9 quarters since. The position peaked at $604K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Black Diamond Financial held 1,618 shares of iShares Russell 1000 ETF worth $577K as of Q1 2026.
Black Diamond Financial left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.06% of Black Diamond Financial's portfolio in Q1 2026, its #100 holding.
Black Diamond Financial first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 9 quarters since.
Black Diamond Financial's iShares Russell 1000 ETF position peaked at $604K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.