BlueChip Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

BlueChip Wealth 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	$290K	Hold	812	–	–	0.13%	120
2025 Q4	$303K	Hold	812	–	–	0.13%	121
2025 Q3	$297K	Hold	812	–	–	0.13%	118
2025 Q2	$276K	Hold	812	–	–	0.12%	139
2025 Q1	$249K	Hold	812	–	–	0.12%	133
2024 Q4	$262K	Hold	812	–	–	0.15%	112
2024 Q3	$255K	Hold	812	–	–	0.13%	133
2024 Q2	$242K	Hold	812	–	–	0.14%	125
2024 Q1	$234K	Hold	812	–	–	0.15%	111
2023 Q4	$213K	Buy	+812	New	+$199K	0.15%	111

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

BlueChip Wealth Advisors's IWB Position: Q1 2026 in Review

BlueChip Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 812 shares worth $290K. The position accounts for 0.13% of the portfolio, ranked #120.

BlueChip Wealth Advisors first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $303K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

BlueChip Wealth Advisors held 812 shares of iShares Russell 1000 ETF worth $290K as of Q1 2026.
BlueChip Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.13% of BlueChip Wealth Advisors's portfolio in Q1 2026, its #120 holding.
BlueChip Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
BlueChip Wealth Advisors's iShares Russell 1000 ETF position peaked at $303K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.