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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
Q2 		$10.7M Buy
26,264
+532
+2% +$211K 6.69% 4
2026
Q1 		$9.54M Buy
25,732
+273
+1% +$102K 6.43% 5
2025
Q4 		$9.71M 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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Corepath Wealth Partners's IWB Position: Q2 2026 in Review

Corepath Wealth Partners increased its iShares Russell 1000 ETF (IWB) stake by 2.1% in Q2 2026, buying an estimated $211K and bringing the position to 26,264 shares worth $10.7M. The position accounts for 6.69% of the portfolio, ranked #4.

Corepath Wealth Partners first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. 413 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Corepath Wealth Partners held 26,264 shares of iShares Russell 1000 ETF worth $10.7M as of Q2 2026.
  • Corepath Wealth Partners bought 532 iShares Russell 1000 ETF shares in Q2 2026, an estimated $211K.
  • iShares Russell 1000 ETF made up 6.69% of Corepath Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • Corepath Wealth Partners first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 413 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.