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

Connecticut 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 Q1	$3.75M	Buy	10,527 +3,724	+55%	+$1.39M	0.16%	69
2025 Q4	$2.54M	Buy	6,803 +1	+0%	+$370	0.11%	86
2025 Q3	$2.49M	Sell	6,802 -661	-9%	-$233K	0.11%	85
2025 Q2	$2.53M	Buy	7,463 +4,448	+148%	+$1.4M	0.12%	79
2025 Q1	$925K	Buy	3,015 +1	+0%	+$323	0.05%	154
2024 Q4	$971K	Sell	3,014 -547	-15%	-$177K	0.05%	134
2024 Q3	$1.12M	Sell	3,561 -19	-0.5%	-$5.75K	0.05%	145
2024 Q2	$1.07M	Buy	3,580 +21	+0.6%	+$6.03K	0.06%	143
2024 Q1	$1.03M	Sell	3,559 -821	-19%	-$225K	0.05%	148
2023 Q4	$1.15M	Buy	4,380 +197	+5%	+$48.2K	0.07%	130
2023 Q3	$983K	Buy	4,183 +1,056	+34%	+$259K	0.07%	117
2023 Q2	$762K	Buy	3,127 +1,204	+63%	+$277K	0.05%	115
2023 Q1	$433K	Buy	1,923 +651	+51%	+$143K	0.03%	147
2022 Q4	$268K	Hold	1,272	–	–	0.02%	167
2022 Q3	$251K	Buy	1,272 +1	+0.1%	+$219	0.02%	167
2022 Q2	$264K	Sell	1,271 -377	-23%	-$85.2K	0.02%	157
2022 Q1	$412K	Buy	1,648 +4	+0.2%	+$988	0.03%	130
2021 Q4	$435K	Buy	1,644 +171	+12%	+$44K	0.03%	130
2021 Q3	$356K	Buy	1,473 +4	+0.3%	+$994	0.03%	139
2021 Q2	$356K	Buy	+1,469	New	+$346K	0.03%	134

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Connecticut Wealth Management's IWB Position: Q1 2026 in Review

Connecticut Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 55% in Q1 2026, buying an estimated $1.39M and bringing the position to 10,527 shares worth $3.75M. The position accounts for 0.16% of the portfolio, ranked #69.

Connecticut Wealth Management first reported a position in IWB in Q2 2021 and has held it in 20 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Connecticut Wealth Management held 10,527 shares of iShares Russell 1000 ETF worth $3.75M as of Q1 2026.
Connecticut Wealth Management bought 3,724 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.39M.
iShares Russell 1000 ETF made up 0.16% of Connecticut Wealth Management's portfolio in Q1 2026, its #69 holding.
Connecticut Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2021 and has held it in 20 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.