Corepath Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Corepath Wealth Partners’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 Q3	$10.5M	Sell	24,740 -1,524	-6%	-$633K	7.29%	4
2026 Q2	$10.7M	Buy	26,264 +532	+2%	+$211K	6.69%	4
2026 Q1	$9.5M	Buy	25,732 +273	+1%	+$102K	6.43%	5
2025 Q4	$9.7M	Buy	25,459 +3,437	+16%	+$1.27M	6.51%	5
2025 Q3	$8.12M	Buy	22,022 +18,324	+496%	+$6.45M	5.9%	5
2025 Q2	$1.27M	Buy	3,698 +1,823	+97%	+$572K	1.07%	14
2025 Q1	$543K	Buy	+1,875	New	+$606K	0.52%	17

Other funds holding IWB

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Corepath Wealth Partners's IWB Position: Q3 2026 in Review

Corepath Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 5.8% in Q3 2026, selling an estimated $633K and leaving 24,740 shares worth $10.5M. The position accounts for 7.29% of the portfolio, ranked #4.

Corepath Wealth Partners first reported a position in IWB in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.7M in Q2 2026. 405 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Corepath Wealth Partners held 24,740 shares of iShares Russell 1000 ETF worth $10.5M as of Q3 2026.
Corepath Wealth Partners sold 1,524 iShares Russell 1000 ETF shares in Q3 2026, an estimated $633K.
iShares Russell 1000 ETF made up 7.29% of Corepath Wealth Partners's portfolio in Q3 2026, its #4 holding.
Corepath Wealth Partners first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 7 quarters since.
Corepath Wealth Partners's iShares Russell 1000 ETF position peaked at $10.7M in Q2 2026.
405 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.