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

Curated 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	$594K	Hold	1,450	–	–	0.07%	95
2026 Q1	$517K	Hold	1,450	–	–	0.07%	111
2025 Q4	$541K	Hold	1,450	–	–	0.06%	114
2025 Q3	$530K	Hold	1,450	–	–	0.06%	91
2025 Q2	$492K	Hold	1,450	–	–	0.06%	96
2025 Q1	$445K	Hold	1,450	–	–	0.06%	96
2024 Q4	$467K	Hold	1,450	–	–	0.05%	91
2024 Q3	$456K	Hold	1,450	–	–	0.06%	87
2024 Q2	$431K	Buy	+1,450	New	+$416K	0.06%	86
2024 Q1	–	Sell	-1,450	Closed	-$397K	–	206
2023 Q4	$380K	Hold	1,450	–	–	0.06%	100
2023 Q3	$341K	Hold	1,450	–	–	0.06%	97
2023 Q2	$353K	Hold	1,450	–	–	0.07%	91
2023 Q1	$327K	Hold	1,450	–	–	0.07%	94
2022 Q4	$305K	Hold	1,450	–	–	0.07%	92
2022 Q3	$286K	Hold	1,450	–	–	0.08%	97
2022 Q2	$301K	Buy	+1,450	New	+$328K	0.09%	99

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Curated Wealth Partners held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,450 shares worth $594K. The position accounts for 0.07% of the portfolio, ranked #95.

Curated Wealth Partners first reported a position in IWB in Q2 2022 and has held it in 16 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Curated Wealth Partners held 1,450 shares of iShares Russell 1000 ETF worth $594K as of Q2 2026.
Curated Wealth Partners left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.07% of Curated Wealth Partners's portfolio in Q2 2026, its #95 holding.
Curated Wealth Partners first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 16 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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