Boston Family Office’s iShares Russell 1000 ETF IWB Stock Holding History

Boston Family Office’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	$201K	Sell	564 -161	-22%	-$60K	0.01%	307
2025 Q4	$271K	Hold	725	–	–	0.02%	275
2025 Q3	$265K	Hold	725	–	–	0.02%	263
2025 Q2	$246K	Hold	725	–	–	0.02%	259
2025 Q1	$222K	Hold	725	–	–	0.02%	265
2024 Q4	$234K	Hold	725	–	–	0.02%	255
2024 Q3	$228K	Hold	725	–	–	0.02%	258
2024 Q2	$216K	Hold	725	–	–	0.02%	252
2024 Q1	$209K	Buy	+725	New	+$199K	0.02%	250
2022 Q2	–	Sell	-875	Closed	-$219K	–	280
2022 Q1	$219K	Hold	875	–	–	0.02%	276
2021 Q4	$231K	Hold	875	–	–	0.02%	267
2021 Q3	$211K	Hold	875	–	–	0.02%	272
2021 Q2	$212K	Buy	+875	New	+$206K	0.02%	266

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

Boston Family Office's IWB Position: Q1 2026 in Review

Boston Family Office reduced its iShares Russell 1000 ETF (IWB) stake by 22% in Q1 2026, selling an estimated $60K and leaving 564 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #307.

Boston Family Office first reported a position in IWB in Q2 2021 and has held it in 13 quarters since. The position peaked at $271K in Q4 2025. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Boston Family Office held 564 shares of iShares Russell 1000 ETF worth $201K as of Q1 2026.
Boston Family Office sold 161 iShares Russell 1000 ETF shares in Q1 2026, an estimated $60K.
iShares Russell 1000 ETF made up 0.01% of Boston Family Office's portfolio in Q1 2026, its #307 holding.
Boston Family Office first reported a position in iShares Russell 1000 ETF in Q2 2021 and has held it in 13 quarters since.
Boston Family Office's iShares Russell 1000 ETF position peaked at $271K in Q4 2025.
1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.