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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

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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. 278 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.
  • 278 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.