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BridgePort Financial Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

BridgePort Financial Solutions’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 		$229K Buy
+560
New +$222K 0.06% 216
2026
Q1 		– Sell
-560
Closed -$209K – 243
2025
Q4 		$209K Hold
560
– – 0.06% 231
2025
Q3 		$205K Buy
+560
New +$197K 0.06% 231

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 29.18% 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

BridgePort Financial Solutions's IWB Position: Q2 2026 in Review

BridgePort Financial Solutions opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 560 shares worth $229K. The stake represents 0.06% of the portfolio and ranks #216 among its holdings. This is a return to the name: BridgePort Financial Solutions previously reported a position in IWB as recently as Q4 2025.

BridgePort Financial Solutions first reported a position in IWB in Q3 2025 and has held it in 3 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • BridgePort Financial Solutions held 560 shares of iShares Russell 1000 ETF worth $229K as of Q2 2026.
  • iShares Russell 1000 ETF was a new BridgePort Financial Solutions position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.06% of BridgePort Financial Solutions's portfolio in Q2 2026, its #216 holding.
  • BridgePort Financial Solutions first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.