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 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

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

Bridgewater Advisors's IWB Position: Q1 2026 in Review

Bridgewater Advisors increased its iShares Russell 1000 ETF (IWB) stake by 32% in Q1 2026, buying an estimated $118K and bringing the position to 1,323 shares worth $535K. The position accounts for 0.03% of the portfolio, ranked #235.

Bridgewater Advisors first reported a position in IWB in Q1 2021 and has held it in 10 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Bridgewater Advisors held 1,323 shares of iShares Russell 1000 ETF worth $535K as of Q1 2026.
Bridgewater Advisors bought 318 iShares Russell 1000 ETF shares in Q1 2026, an estimated $118K.
iShares Russell 1000 ETF made up 0.03% of Bridgewater Advisors's portfolio in Q1 2026, its #235 holding.
Bridgewater Advisors first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 10 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.