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Centaurus Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Centaurus Financial’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 		$746K Sell
2,093
-117
-5% -$43.6K 0.04% 412
2025
Q4 		$825K Buy
2,210
+30
+1% +$11.1K 0.04% 394
2025
Q3 		$797K Buy
2,180
+88
+4% +$31K 0.04% 390
2025
Q2 		$710K Sell
2,092
-33
-2% -$10.4K 0.04% 371
2025
Q1 		$652K Buy
2,125
+47
+2% +$15.2K 0.04% 390
2024
Q4 		$669K Buy
2,078
+149
+8% +$48.3K 0.04% 362
2024
Q3 		$607K Sell
1,929
-1
-0.1% -$303 0.04% 368
2024
Q2 		$574K Sell
1,930
-372
-16% -$107K 0.04% 359
2024
Q1 		$663K Sell
2,302
-681
-23% -$187K 0.05% 326
2023
Q4 		$782K Buy
2,983
+67
+2% +$16.4K 0.06% 278
2023
Q3 		$685K Buy
2,916
+104
+4% +$25.5K 0.06% 302
2023
Q2 		$685K Sell
2,812
-1,025
-27% -$236K 0.06% 298
2023
Q1 		$864K Buy
3,837
+183
+5% +$40.3K 0.07% 295
2022
Q4 		$769K Buy
3,654
+105
+3% +$22.2K 0.07% 280
2022
Q3 		$700K Sell
3,549
-92
-3% -$20.2K 0.07% 296
2022
Q2 		$757K Sell
3,641
-2,544
-41% -$575K 0.07% 288
2022
Q1 		$1.55M Sell
6,185
-342
-5% -$84.4K 0.12% 198
2021
Q4 		$1.73M Buy
6,527
+38
+0.6% +$9.78K 0.13% 188
2021
Q3 		$1.57M Sell
6,489
-24
-0.4% -$5.97K 0.13% 189
2021
Q2 		$1.58M Buy
6,513
+1,125
+21% +$265K 0.13% 188
2021
Q1 		$1.21M Buy
5,388
+3,597
+201% +$788K 0.12% 208
2020
Q4 		$379K Sell
1,791
-10
-0.6% -$2K 0.04% 422
2020
Q3 		$337K Sell
1,801
-4,286
-70% -$792K 0.05% 344
2020
Q2 		$1.04M Buy
+6,087
New +$985K 0.15% 166
2020
Q1 		– Sell
-1,122
Closed -$200K – 580
2019
Q4 		$200K Buy
+1,122
New +$191K 0.03% 457
2019
Q3 		– Sell
-919
Closed -$150K – 513
2019
Q2 		$150K Buy
919
+782
+571% +$125K 0.02% 489
2019
Q1 		$873 Buy
137
+16
+13% +$2.42K 0.01% 532
2018
Q4 		$1 Buy
121
+120
+12,000% +$18K 0.01% 445
2018
Q3 		$141 Sell
1
-1,346
-100% -$214K 0.03% 446
2018
Q2 		$205K Buy
+1,347
New +$203K 0.03% 507

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

Centaurus Financial's IWB Position: Q1 2026 in Review

Centaurus Financial reduced its iShares Russell 1000 ETF (IWB) stake by 5.3% in Q1 2026, selling an estimated $43.6K and leaving 2,093 shares worth $746K. The position accounts for 0.04% of the portfolio, ranked #412.

Centaurus Financial first reported a position in IWB in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.73M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Centaurus Financial held 2,093 shares of iShares Russell 1000 ETF worth $746K as of Q1 2026.
  • Centaurus Financial sold 117 iShares Russell 1000 ETF shares in Q1 2026, an estimated $43.6K.
  • iShares Russell 1000 ETF made up 0.04% of Centaurus Financial's portfolio in Q1 2026, its #412 holding.
  • Centaurus Financial first reported a position in iShares Russell 1000 ETF in Q2 2018 and has held it in 30 quarters since.
  • Centaurus Financial's iShares Russell 1000 ETF position peaked at $1.73M in Q4 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.