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Consilio Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Consilio Wealth Advisors’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 		$4.98M Sell
13,965
-312
-2% -$116K 1.45% 17
2025
Q4 		$5.33M Sell
14,277
-81
-0.6% -$30K 1.56% 13
2025
Q3 		$5.25M Hold
14,358
– – 1.72% 11
2025
Q2 		$4.85M Sell
14,358
-113
-0.8% -$35.5K 1.73% 10
2025
Q1 		$4.44M Sell
14,471
-83
-0.6% -$26.8K 1.85% 12
2024
Q4 		$4.69M Sell
14,554
-248
-2% -$80.3K 1.92% 10
2024
Q3 		$4.65M Buy
14,802
+43
+0.3% +$13K 1.92% 10
2024
Q2 		$4.39M Sell
14,759
-351
-2% -$101K 1.97% 10
2024
Q1 		$4.35M Buy
15,110
+54
+0.4% +$14.8K 2.04% 9
2023
Q4 		$3.95M Sell
15,056
-89
-0.6% -$21.8K 2% 10
2023
Q3 		$3.51M Sell
15,145
-158
-1% -$38.7K 2.04% 13
2023
Q2 		$3.73M Sell
15,303
-75
-0.5% -$17.3K 2.05% 13
2023
Q1 		$3.46M Sell
15,378
-3,382
-18% -$744K 1.96% 14
2022
Q4 		$3.95M Sell
18,760
-3,869
-17% -$819K 2.52% 14
2022
Q3 		$4.46M Hold
22,629
– – 3.5% 9
2022
Q2 		$4.7M Buy
22,629
+153
+0.7% +$34.6K 3.81% 8
2022
Q1 		$5.62M Sell
22,476
-247
-1% -$61K 4.42% 7
2021
Q4 		$6.01M Buy
+22,723
New +$5.85M 4.66% 8

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

Consilio Wealth Advisors's IWB Position: Q1 2026 in Review

Consilio Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 2.2% in Q1 2026, selling an estimated $116K and leaving 13,965 shares worth $4.98M. The position accounts for 1.45% of the portfolio, ranked #17.

Consilio Wealth Advisors first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.01M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Consilio Wealth Advisors held 13,965 shares of iShares Russell 1000 ETF worth $4.98M as of Q1 2026.
  • Consilio Wealth Advisors sold 312 iShares Russell 1000 ETF shares in Q1 2026, an estimated $116K.
  • iShares Russell 1000 ETF made up 1.45% of Consilio Wealth Advisors's portfolio in Q1 2026, its #17 holding.
  • Consilio Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Consilio Wealth Advisors's iShares Russell 1000 ETF position peaked at $6.01M in Q4 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.