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Centerpoint Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Centerpoint 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
Q2 		$22.1M Sell
53,853
-38
-0.1% -$15.1K 6.26% 4
2026
Q1 		$19.2M Sell
53,891
-3,003
-5% -$1.12M 6.25% 4
2025
Q4 		$21.2M Sell
56,894
-1,123
-2% -$416K 6.54% 3
2025
Q3 		$21.2M Sell
58,017
-1,371
-2% -$483K 6.58% 3
2025
Q2 		$20.2M Buy
59,388
+3
+0% +$942 6.84% 3
2025
Q1 		$18.2M Buy
59,385
+998
+2% +$323K 6.73% 3
2024
Q4 		$18.8M Sell
58,387
-4,722
-7% -$1.53M 6.59% 3
2024
Q3 		$19.8M Sell
63,109
-878
-1% -$266K 6.9% 3
2024
Q2 		$19M Sell
63,987
-1,507
-2% -$433K 6.86% 3
2024
Q1 		$18.9M Sell
65,494
-1,612
-2% -$442K 7.07% 3
2023
Q4 		$17.6M Buy
67,106
+274
+0.4% +$67.1K 6.92% 3
2023
Q3 		$15.7M Buy
66,832
+4
+0% +$979 6.66% 3
2023
Q2 		$16.3M Buy
66,828
+629
+1% +$145K 6.61% 3
2023
Q1 		$14.9M Sell
66,199
-539
-0.8% -$119K 6.49% 3
2022
Q4 		$14.1M Buy
66,738
+3,564
+6% +$754K 6.59% 3
2022
Q3 		$12.5M Buy
63,174
+975
+2% +$214K 6.62% 3
2022
Q2 		$12.9M Sell
62,199
-19,356
-24% -$4.37M 6.59% 3
2022
Q1 		$20.4M Buy
81,555
+3,414
+4% +$843K 9.33% 2
2021
Q4 		$20.7M Sell
78,141
-1,612
-2% -$415K 9.07% 2
2021
Q3 		$19.3M Buy
79,753
+1,317
+2% +$327K 9.2% 2
2021
Q2 		$19M Buy
78,436
+1,086
+1% +$256K 8.94% 2
2021
Q1 		$17.3M Buy
77,350
+1,832
+2% +$401K 10.17% 2
2020
Q4 		$16M Buy
75,518
+911
+1% +$182K 10.4% 2
2020
Q3 		$14M Buy
74,607
+33,403
+81% +$6.17M 10.51% 2
2020
Q2 		$7.07M Buy
41,204
+41,107
+42,378% +$6.65M 5.72% 5
2020
Q1 		$14K Buy
+97
New +$16.4K 0.01% 131

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centerpoint Advisors's IWB Position: Q2 2026 in Review

Centerpoint Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.07% in Q2 2026, selling an estimated $15.1K and leaving 53,853 shares worth $22.1M. The position accounts for 6.26% of the portfolio, ranked #4.

Centerpoint Advisors first reported a position in IWB in Q1 2020 and has held it in 26 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Centerpoint Advisors held 53,853 shares of iShares Russell 1000 ETF worth $22.1M as of Q2 2026.
  • Centerpoint Advisors sold 38 iShares Russell 1000 ETF shares in Q2 2026, an estimated $15.1K.
  • iShares Russell 1000 ETF made up 6.26% of Centerpoint Advisors's portfolio in Q2 2026, its #4 holding.
  • Centerpoint Advisors first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.