BFM
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Broadview Financial Management’s iShares Russell 1000 ETF IWB Stock Holding History

Broadview Financial Management’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 		$2.27M Buy
6,360
+12
+0.2% +$4.47K 1.55% 18
2025
Q4 		$2.37M Sell
6,348
-47
-0.7% -$17.4K 1.59% 17
2025
Q3 		$2.34M Sell
6,395
-24
-0.4% -$8.45K 1.58% 17
2025
Q2 		$2.18M Sell
6,419
-1,905
-23% -$598K 1.48% 18
2025
Q1 		$2.55M Sell
8,324
-10
-0.1% -$3.23K 1.9% 16
2024
Q4 		$2.68M Sell
8,334
-57
-0.7% -$18.5K 1.92% 15
2024
Q3 		$2.64M Buy
8,391
+1,314
+19% +$398K 1.79% 16
2024
Q2 		$2.11M Buy
7,077
+375
+6% +$108K 1.53% 18
2024
Q1 		$1.93M Sell
6,702
-85
-1% -$23.3K 1.41% 19
2023
Q4 		$1.78M Sell
6,787
-119
-2% -$29.1K 1.37% 20
2023
Q3 		$1.62M Sell
6,906
-58
-0.8% -$14.2K 1.5% 17
2023
Q2 		$1.7M Sell
6,964
-406
-6% -$93.5K 1.45% 17
2023
Q1 		$1.66M Sell
7,370
-3
-0% -$660 1.45% 17
2022
Q4 		$1.55M Buy
7,373
+45
+0.6% +$9.53K 1.39% 19
2022
Q3 		$1.45M Buy
7,328
+6
+0.1% +$1.32K 1.45% 17
2022
Q2 		$1.52M Sell
7,322
-78
-1% -$17.6K 1.42% 17
2022
Q1 		$1.85M Buy
7,400
+16
+0.2% +$3.95K 1.37% 18
2021
Q4 		$1.95M Sell
7,384
-54
-0.7% -$13.9K 1.39% 17
2021
Q3 		$1.8M Sell
7,438
-9
-0.1% -$2.24K 1.39% 17
2021
Q2 		$1.8M Buy
7,447
+10
+0.1% +$2.36K 1.36% 17
2021
Q1 		$1.67M Sell
7,437
-50
-0.7% -$10.9K 1.29% 18
2020
Q4 		$1.59M Sell
7,487
-215
-3% -$42.9K 1.22% 18
2020
Q3 		$1.44M Sell
7,702
-27
-0.3% -$4.99K 1.21% 19
2020
Q2 		$1.33M Sell
7,729
-186
-2% -$30.1K 1.06% 23
2020
Q1 		$1.12M Sell
7,915
-32
-0.4% -$5.41K 1% 25
2019
Q4 		$1.42M Buy
7,947
+54
+0.7% +$9.21K 0.99% 24
2019
Q3 		$1.3M Buy
7,893
+9
+0.1% +$1.48K 0.96% 24
2019
Q2 		$1.28M Sell
7,884
-123
-2% -$19.7K 0.97% 25
2019
Q1 		$1.26M Buy
8,007
+556
+7% +$84.1K 0.98% 26
2018
Q4 		$1.03M Buy
+7,451
New +$1.11M 0.92% 24

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Broadview Financial Management's IWB Position: Q1 2026 in Review

Broadview Financial Management increased its iShares Russell 1000 ETF (IWB) stake by 0.19% in Q1 2026, buying an estimated $4.47K and bringing the position to 6,360 shares worth $2.27M. The position accounts for 1.55% of the portfolio, ranked #18.

Broadview Financial Management first reported a position in IWB in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.68M in Q4 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Broadview Financial Management held 6,360 shares of iShares Russell 1000 ETF worth $2.27M as of Q1 2026.
  • Broadview Financial Management bought 12 iShares Russell 1000 ETF shares in Q1 2026, an estimated $4.47K.
  • iShares Russell 1000 ETF made up 1.55% of Broadview Financial Management's portfolio in Q1 2026, its #18 holding.
  • Broadview Financial Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Broadview Financial Management's iShares Russell 1000 ETF position peaked at $2.68M in Q4 2024.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.