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BLB&B Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

BLB&B 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 		$1.06M Hold
2,982
– – 0.04% 121
2025
Q4 		$1.11M Buy
2,982
+758
+34% +$281K 0.05% 124
2025
Q3 		$813K Hold
2,224
– – 0.04% 140
2025
Q2 		$755K Hold
2,224
– – 0.04% 147
2025
Q1 		$682K Hold
2,224
– – 0.03% 158
2024
Q4 		$716K Hold
2,224
– – 0.04% 146
2024
Q3 		$699K Hold
2,224
– – 0.04% 153
2024
Q2 		$662K Hold
2,224
– – 0.04% 155
2024
Q1 		$641K Buy
2,224
+498
+29% +$136K 0.04% 155
2023
Q4 		$453K Buy
1,726
+806
+88% +$197K 0.03% 174
2023
Q3 		$216K Hold
920
– – 0.02% 230
2023
Q2 		$224K Sell
920
-180
-16% -$41.5K 0.02% 229
2023
Q1 		$248K Hold
1,100
– – 0.02% 218
2022
Q4 		$232K Sell
1,100
-93
-8% -$19.7K 0.02% 219
2022
Q3 		$235K Hold
1,193
– – 0.02% 214
2022
Q2 		$248K Sell
1,193
-2,314
-66% -$523K 0.02% 217
2022
Q1 		$877K Hold
3,507
– – 0.06% 125
2021
Q4 		$927K Buy
3,507
+180
+5% +$46.3K 0.06% 128
2021
Q3 		$804K Buy
3,327
+300
+10% +$74.6K 0.05% 147
2021
Q2 		$733K Hold
3,027
– – 0.05% 144
2021
Q1 		$678K Hold
3,027
– – 0.05% 146
2020
Q4 		$641K Hold
3,027
– – 0.05% 157
2020
Q3 		$567K Buy
+3,027
New +$559K 0.06% 151
2018
Q4 		– Sell
-1,263
Closed -$204K – 283
2018
Q3 		$204K Sell
1,263
-161
-11% -$25.6K 0.03% 284
2018
Q2 		$216K Hold
1,424
– – 0.03% 277
2018
Q1 		$209K Hold
1,424
– – 0.03% 283
2017
Q4 		$212K Buy
+1,424
New +$206K 0.03% 282
2017
Q2 		– Sell
-1,809
Closed -$237K – 286
2017
Q1 		$237K Hold
1,809
– – 0.04% 252
2016
Q4 		$225K Buy
+1,809
New +$220K 0.04% 261

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BLB&B Advisors's IWB Position: Q1 2026 in Review

BLB&B Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 2,982 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #121.

BLB&B Advisors first reported a position in IWB in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.11M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • BLB&B Advisors held 2,982 shares of iShares Russell 1000 ETF worth $1.06M as of Q1 2026.
  • BLB&B Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.04% of BLB&B Advisors's portfolio in Q1 2026, its #121 holding.
  • BLB&B Advisors first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 29 quarters since.
  • BLB&B Advisors's iShares Russell 1000 ETF position peaked at $1.11M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on BLB&B Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.