Chicago Partners Investment Group’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.95M | Buy |
15,274
+4
| +0% | +$1.49K | 0.13% | 137 |
|
|
2025
Q4 | $5.77M | Buy |
15,270
+2,144
| +16% | +$794K | 0.14% | 140 |
|
|
2025
Q3 | $4.94M | Buy |
13,126
+71
| +0.5% | +$25K | 0.13% | 149 |
|
|
2025
Q2 | $4.55M | Sell |
13,055
-29
| -0.2% | -$9.1K | 0.13% | 152 |
|
|
2025
Q1 | $4.03M | Buy |
13,084
+280
| +2% | +$90.5K | 0.13% | 147 |
|
|
2024
Q4 | $4.15M | Buy |
12,804
+198
| +2% | +$64.1K | 0.14% | 138 |
|
|
2024
Q3 | $3.99M | Sell |
12,606
-46
| -0.4% | -$13.9K | 0.14% | 130 |
|
|
2024
Q2 | $3.76M | Buy |
12,652
+2,688
| +27% | +$772K | 0.15% | 137 |
|
|
2024
Q1 | $2.77M | Buy |
9,964
+2
| +0% | +$548 | 0.12% | 152 |
|
|
2023
Q4 | $2.66M | Buy |
9,962
+2
| +0% | +$490 | 0.12% | 152 |
|
|
2023
Q3 | $2.3M | Buy |
9,960
+3
| +0% | +$734 | 0.12% | 161 |
|
|
2023
Q2 | $2.47M | Buy |
9,957
+455
| +5% | +$105K | 0.13% | 151 |
|
|
2023
Q1 | $2.15M | Buy |
9,502
+1
| +0% | +$220 | 0.13% | 162 |
|
|
2022
Q4 | $2.18M | Hold |
9,501
| – | – | 0.13% | 153 |
|
|
2022
Q3 | $1.99M | Buy |
9,501
+63
| +0.7% | +$13.8K | 0.14% | 145 |
|
|
2022
Q2 | $2.14M | Hold |
9,438
| – | – | 0.16% | 130 |
|
|
2022
Q1 | $2.04M | Hold |
9,438
| – | – | 0.16% | 126 |
|
|
2021
Q4 | $2.3M | Buy |
9,438
+259
| +3% | +$66.7K | 0.16% | 123 |
|
|
2021
Q3 | $2.4M | Sell |
9,179
-19
| -0.2% | -$4.72K | 0.17% | 124 |
|
|
2021
Q2 | $2.29M | Sell |
9,198
-9
| -0.1% | -$2.12K | 0.17% | 117 |
|
|
2021
Q1 | $2.18M | Sell |
9,207
-635
| -6% | -$139K | 0.18% | 111 |
|
|
2020
Q4 | $2.14M | Buy |
9,842
+689
| +8% | +$138K | 0.2% | 97 |
|
|
2020
Q3 | $1.72M | Hold |
9,153
| – | – | 0.2% | 88 |
|
|
2020
Q2 | $1.65M | Hold |
9,153
| – | – | 0.21% | 87 |
|
|
2020
Q1 | $1.44M | Hold |
9,153
| – | – | 0.22% | 82 |
|
|
2019
Q4 | $1.68M | Hold |
9,153
| – | – | 0.21% | 83 |
|
|
2019
Q3 | $1.52M | Hold |
9,153
| – | – | 0.21% | 86 |
|
|
2019
Q2 | $1.51M | Hold |
9,153
| – | – | 0.22% | 88 |
|
|
2019
Q1 | $1.48M | Hold |
9,153
| – | – | 0.22% | 86 |
|
|
2018
Q4 | $1.32M | Hold |
9,153
| – | – | 0.2% | 92 |
|
|
2018
Q3 | $1.34M | Hold |
9,153
| – | – | 0.2% | 91 |
|
|
2018
Q2 | $1.39M | Hold |
9,153
| – | – | 0.22% | 83 |
|
|
2018
Q1 | $1.34M | Hold |
9,153
| – | – | 0.23% | 81 |
|
|
2017
Q4 | $1.36M | Hold |
9,153
| – | – | 0.22% | 86 |
|
|
2017
Q3 | $1.28M | Sell |
9,153
-9,153
| -50% | -$1.26M | 0.22% | 84 |
|
|
2017
Q2 | $2.38M | Buy |
+18,306
| New | +$2.44M | 0.62% | 37 |
|
Other funds holding IWB
Chicago Partners Investment Group's IWB Position: Q1 2026 in Review
Chicago Partners Investment Group increased its iShares Russell 1000 ETF (IWB) stake by 0.03% in Q1 2026, buying an estimated $1.49K and bringing the position to 15,274 shares worth $5.95M. The position accounts for 0.13% of the portfolio, ranked #137.
Chicago Partners Investment Group first reported a position in IWB in Q2 2017 and has held it in 36 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- Chicago Partners Investment Group held 15,274 shares of iShares Russell 1000 ETF worth $5.95M as of Q1 2026.
- Chicago Partners Investment Group bought 4 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.49K.
- iShares Russell 1000 ETF made up 0.13% of Chicago Partners Investment Group's portfolio in Q1 2026, its #137 holding.
- Chicago Partners Investment Group first reported a position in iShares Russell 1000 ETF in Q2 2017 and has held it in 36 quarters since.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.