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Cherrydale Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Cherrydale Wealth Management’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 		$4.44M Buy
10,854
+22
+0.2% +$8.72K 1.16% 12
2026
Q1 		$3.86M Sell
10,832
-500
-4% -$186K 1.19% 12
2025
Q4 		$4.23M Sell
11,332
-547
-5% -$203K 1.28% 12
2025
Q3 		$4.34M Buy
11,879
+32
+0.3% +$11.3K 1.36% 10
2025
Q2 		$4.02M Buy
11,847
+9,218
+351% +$2.89M 1.4% 10
2025
Q1 		$806K Buy
2,629
+1,868
+245% +$604K 0.32% 28
2024
Q4 		$245K Buy
761
+3
+0.4% +$972 0.09% 59
2024
Q3 		$238K Buy
758
+2
+0.3% +$606 0.1% 54
2024
Q2 		$225K Buy
756
+2
+0.3% +$574 0.1% 54
2024
Q1 		$217K Buy
+754
New +$207K 0.1% 55

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

Cherrydale Wealth Management's IWB Position: Q2 2026 in Review

Cherrydale Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.2% in Q2 2026, buying an estimated $8.72K and bringing the position to 10,854 shares worth $4.44M. The position accounts for 1.16% of the portfolio, ranked #12.

Cherrydale Wealth Management first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Cherrydale Wealth Management held 10,854 shares of iShares Russell 1000 ETF worth $4.44M as of Q2 2026.
  • Cherrydale Wealth Management bought 22 iShares Russell 1000 ETF shares in Q2 2026, an estimated $8.72K.
  • iShares Russell 1000 ETF made up 1.16% of Cherrydale Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Cherrydale Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.