Bridgewater Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Bridgewater 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 Q2	$549K	Hold	1,323	–	–	0.03%	250
2026 Q1	$535K	Buy	1,323 +318	+32%	+$118K	0.03%	235
2025 Q4	$378K	Hold	1,005	–	–	0.02%	320
2025 Q3	$369K	Hold	1,005	–	–	0.03%	304
2025 Q2	$351K	Hold	1,005	–	–	0.03%	314
2025 Q1	$306K	Buy	+1,005	New	+$325K	0.03%	319
2022 Q2	–	Sell	-905	Closed	-$226K	–	236
2022 Q1	$226K	Hold	905	–	–	0.05%	222
2021 Q4	$239K	Hold	905	–	–	0.05%	223
2021 Q3	$219K	Hold	905	–	–	0.06%	228
2021 Q2	$219K	Hold	905	–	–	0.07%	220
2021 Q1	$206K	Buy	+905	New	+$198K	0.1%	153

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bridgewater Advisors's IWB Position: Q2 2026 in Review

Bridgewater Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,323 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #250.

Bridgewater Advisors first reported a position in IWB in Q1 2021 and has held it in 11 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Bridgewater Advisors held 1,323 shares of iShares Russell 1000 ETF worth $549K as of Q2 2026.
Bridgewater Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.03% of Bridgewater Advisors's portfolio in Q2 2026, its #250 holding.
Bridgewater Advisors first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 11 quarters since.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.