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Bogart Wealth LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Bogart Wealth LLC’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 		$827K Hold
2,019
– – 0.03% 145
2026
Q1 		$720K Hold
2,019
– – 0.03% 147
2025
Q4 		$754K Hold
2,019
– – 0.03% 141
2025
Q3 		$738K Buy
2,019
+1
+0% +$352 0.03% 144
2025
Q2 		$685K Buy
2,018
+393
+24% +$123K 0.03% 143
2025
Q1 		$499K Hold
1,625
– – 0.02% 158
2024
Q4 		$524K Hold
1,625
– – 0.02% 148
2024
Q3 		$511K Buy
1,625
+389
+31% +$118K 0.02% 149
2024
Q2 		$368K Sell
1,236
-100
-7% -$28.7K 0.02% 166
2024
Q1 		$385K Buy
1,336
+33
+3% +$9.04K 0.02% 158
2023
Q4 		$342K Hold
1,303
– – 0.02% 167
2023
Q3 		$306K Hold
1,303
– – 0.02% 171
2023
Q2 		$318K Hold
1,303
– – 0.02% 169
2023
Q1 		$293K Buy
1,303
+662
+103% +$146K 0.02% 160
2022
Q4 		$135K Buy
641
+389
+154% +$82.3K 0.01% 204
2022
Q3 		$50K Buy
+252
New +$55.3K ﹤0.01% 300
2020
Q3 		– Sell
-59
Closed -$10K – 461
2020
Q2 		$10K Hold
59
– – ﹤0.01% 284
2020
Q1 		$8K Buy
+59
New +$9.97K ﹤0.01% 291

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 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

Bogart Wealth LLC's IWB Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,019 shares worth $827K. The position accounts for 0.03% of the portfolio, ranked #145.

Bogart Wealth LLC first reported a position in IWB in Q1 2020 and has held it in 18 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Bogart Wealth LLC held 2,019 shares of iShares Russell 1000 ETF worth $827K as of Q2 2026.
  • Bogart Wealth LLC left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.03% of Bogart Wealth LLC's portfolio in Q2 2026, its #145 holding.
  • Bogart Wealth LLC first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 18 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.