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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 		– Sell
-1,450
Closed -$517K – 869
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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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

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

Curated Wealth Partners sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 1,450 shares — an estimated $517K sold.

Curated Wealth Partners first reported a position in IWB in Q2 2022 and held it in 15 quarters. The position peaked at $541K in Q4 2025. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Curated Wealth Partners reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 1,450 iShares Russell 1000 ETF shares in Q2 2026, an estimated $517K.
  • Curated Wealth Partners first reported a position in iShares Russell 1000 ETF in Q2 2022 and held it in 15 quarters.
  • Curated Wealth Partners's iShares Russell 1000 ETF position peaked at $541K in Q4 2025.
  • 455 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.