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Chartist Inc’s iShares Russell 1000 ETF IWB Stock Holding History

Chartist Inc’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 		$14M Sell
39,253
-542
-1% -$202K 10.05% 4
2025
Q4 		$14.9M Sell
39,795
-966
-2% -$358K 10.07% 4
2025
Q3 		$14.9M Buy
+40,761
New +$14.4M 10.17% 4
2024
Q4 		$16.9M Sell
52,311
-651
-1% -$211K 8.73% 4
2024
Q3 		$16.7M Sell
52,962
-998
-2% -$302K 8.55% 4
2024
Q2 		$16.1M Sell
53,960
-483
-0.9% -$139K 8.33% 5
2024
Q1 		$15.7M Sell
54,443
-1,083
-2% -$297K 8.04% 4
2023
Q4 		$14.6M Sell
55,526
-1,185
-2% -$290K 7.92% 4
2023
Q3 		$13.3M Sell
56,711
-4,482
-7% -$1.1M 7.9% 4
2023
Q2 		$14.9M Sell
61,193
-60,990
-50% -$14M 7.89% 4
2023
Q1 		$25.4M Buy
+122,183
New +$26.9M 25.15% 2
2022
Q2 		$25.4M Sell
122,183
-5,671
-4% -$1.28M 15.09% 3
2022
Q1 		$32M Sell
127,854
-3,027
-2% -$747K 14.95% 3
2021
Q4 		$34.6M Buy
130,881
+3,344
+3% +$861K 14.88% 3
2021
Q3 		$30.8M Sell
127,537
-2,923
-2% -$727K 14.64% 3
2021
Q2 		$31.6M Buy
130,460
+272
+0.2% +$64.1K 14.57% 3
2021
Q1 		$29.1M Sell
130,188
-4,940
-4% -$1.08M 14.87% 3
2020
Q4 		$28.6M Sell
135,128
-8,211
-6% -$1.64M 14.95% 3
2020
Q3 		$26.8M Buy
+143,339
New +$26.5M 15.07% 3
2019
Q4 		$1.23M Hold
6,900
– – 0.75% 7
2019
Q3 		$1.14M Hold
6,900
– – 0.73% 8
2019
Q2 		$1.12M Buy
+6,900
New +$1.1M 0.71% 8
2015
Q4 		$227K Buy
+2,000
New +$229K 0.11% 47

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

Chartist Inc's IWB Position: Q1 2026 in Review

Chartist Inc reduced its iShares Russell 1000 ETF (IWB) stake by 1.4% in Q1 2026, selling an estimated $202K and leaving 39,253 shares worth $14M. The position accounts for 10.05% of the portfolio, ranked #4.

Chartist Inc first reported a position in IWB in Q4 2015 and has held it in 23 quarters since. The position peaked at $34.6M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Chartist Inc held 39,253 shares of iShares Russell 1000 ETF worth $14M as of Q1 2026.
  • Chartist Inc sold 542 iShares Russell 1000 ETF shares in Q1 2026, an estimated $202K.
  • iShares Russell 1000 ETF made up 10.05% of Chartist Inc's portfolio in Q1 2026, its #4 holding.
  • Chartist Inc first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 23 quarters since.
  • Chartist Inc's iShares Russell 1000 ETF position peaked at $34.6M in Q4 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Chartist Inc's 13F filing for Q1 2026, filed 14 May 2026.