BSW Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

BSW Wealth Partners’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	$900K	Hold	2,197	–	–	0.1%	117
2026 Q1	$783K	Buy	2,197 +791	+56%	+$295K	0.1%	123
2025 Q4	$525K	Hold	1,406	–	–	0.06%	176
2025 Q3	$514K	Hold	1,406	–	–	0.06%	171
2025 Q2	$477K	Hold	1,406	–	–	0.07%	170
2025 Q1	$431K	Hold	1,406	–	–	0.07%	175
2024 Q4	$453K	Hold	1,406	–	–	0.07%	177
2024 Q3	$442K	Hold	1,406	–	–	0.07%	174
2024 Q2	$418K	Hold	1,406	–	–	0.07%	152
2024 Q1	$405K	Hold	1,406	–	–	0.07%	164
2023 Q4	$369K	Hold	1,406	–	–	0.07%	163
2023 Q3	$330K	Hold	1,406	–	–	0.07%	156
2023 Q2	$343K	Buy	1,406 +141	+11%	+$32.5K	0.07%	163
2023 Q1	$285K	Hold	1,265	–	–	0.06%	223
2022 Q4	$266K	Hold	1,265	–	–	0.06%	243
2022 Q3	$250K	Buy	+1,265	New	+$277K	0.06%	221

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 22.96% 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

BSW Wealth Partners's IWB Position: Q2 2026 in Review

BSW Wealth Partners held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,197 shares worth $900K. The position accounts for 0.1% of the portfolio, ranked #117.

BSW Wealth Partners first reported a position in IWB in Q3 2022 and has held it in 16 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

BSW Wealth Partners held 2,197 shares of iShares Russell 1000 ETF worth $900K as of Q2 2026.
BSW Wealth Partners left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.1% of BSW Wealth Partners's portfolio in Q2 2026, its #117 holding.
BSW Wealth Partners first reported a position in iShares Russell 1000 ETF in Q3 2022 and has held it in 16 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.