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Confluence Wealth Services’s iShares Russell 1000 ETF IWB Stock Holding History

Confluence Wealth Services’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 		$501K Buy
+1,223
New +$485K 0.01% 329
2022
Q1 		– Sell
-215
Closed -$56K – 694
2021
Q4 		$56K Buy
+215
New +$55.3K 0.02% 444

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 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

Confluence Wealth Services's IWB Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 1,223 shares worth $501K. The stake represents 0.01% of the portfolio and ranks #329 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in IWB as recently as Q4 2021.

Confluence Wealth Services first reported a position in IWB in Q4 2021 and has held it in 2 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Confluence Wealth Services held 1,223 shares of iShares Russell 1000 ETF worth $501K as of Q2 2026.
  • iShares Russell 1000 ETF was a new Confluence Wealth Services position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #329 holding.
  • Confluence Wealth Services first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.