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Brewster Financial Planning’s iShares Russell 1000 ETF IWB Stock Holding History

Brewster Financial Planning’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 		$48.7M Sell
119,018
-964
-0.8% -$382K 26.76% 1
2026
Q1 		$42.8M Buy
119,982
+2,526
+2% +$941K 25.88% 1
2025
Q4 		$43.9M Sell
117,456
-1,236
-1% -$458K 26.95% 1
2025
Q3 		$43.4M Sell
118,692
-1,074
-0.9% -$378K 27.28% 1
2025
Q2 		$40.7M Buy
119,766
+1,048
+0.9% +$329K 27.44% 1
2025
Q1 		$36.4M Sell
118,718
-1,356
-1% -$438K 26.92% 1
2024
Q4 		$38.7M Sell
120,074
-3,229
-3% -$1.05M 29.3% 1
2024
Q3 		$38.8M Sell
123,303
-568
-0.5% -$172K 30.06% 1
2024
Q2 		$36.9M Sell
123,871
-1,821
-1% -$523K 31% 1
2024
Q1 		$36.2M Sell
125,692
-3,149
-2% -$863K 31.14% 1
2023
Q4 		$33.8M Buy
128,841
+743
+0.6% +$182K 30.56% 1
2023
Q3 		$30.1M Sell
128,098
-2,372
-2% -$581K 30.12% 1
2023
Q2 		$31.8M Sell
130,470
-2,928
-2% -$674K 30.72% 1
2023
Q1 		$30M Buy
133,398
+531
+0.4% +$117K 30.14% 1
2022
Q4 		$28M Buy
132,867
+3,610
+3% +$764K 29.64% 1
2022
Q3 		$25.5M Sell
129,257
-37
-0% -$8.11K 29.8% 1
2022
Q2 		$26.9M Sell
129,294
-1,497
-1% -$338K 29.83% 1
2022
Q1 		$32.7M Sell
130,791
-990
-0.8% -$244K 31.45% 1
2021
Q4 		$34.8M Buy
+131,781
New +$33.9M 31.69% 1

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

Brewster Financial Planning's IWB Position: Q2 2026 in Review

Brewster Financial Planning reduced its iShares Russell 1000 ETF (IWB) stake by 0.8% in Q2 2026, selling an estimated $382K and leaving 119,018 shares worth $48.7M. The position accounts for 26.76% of the portfolio, ranked #1.

Brewster Financial Planning first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Brewster Financial Planning held 119,018 shares of iShares Russell 1000 ETF worth $48.7M as of Q2 2026.
  • Brewster Financial Planning sold 964 iShares Russell 1000 ETF shares in Q2 2026, an estimated $382K.
  • iShares Russell 1000 ETF made up 26.76% of Brewster Financial Planning's portfolio in Q2 2026, its #1 holding.
  • Brewster Financial Planning first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.