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

Cyndeo 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 		$4.24M Buy
10,355
+9,754
+1,623% +$3.87M 0.2% 121
2026
Q1 		$214K Sell
601
-4,645
-89% -$1.73M 0.01% 461
2025
Q4 		$1.96M Buy
5,246
+4,308
+459% +$1.6M 0.11% 169
2025
Q3 		$343K Sell
938
-1
-0.1% -$352 0.02% 368
2025
Q2 		$319K Buy
939
+57
+6% +$17.9K 0.02% 371
2025
Q1 		$271K Sell
882
-1,389
-61% -$449K 0.02% 385
2024
Q4 		$732K Sell
2,271
-390
-15% -$126K 0.05% 252
2024
Q3 		$837K Sell
2,661
-373
-12% -$113K 0.06% 237
2024
Q2 		$903K Buy
3,034
+381
+14% +$109K 0.07% 222
2024
Q1 		$764K Sell
2,653
-20,654
-89% -$5.66M 0.06% 226
2023
Q4 		$6.11M Buy
+23,307
New +$5.71M 0.57% 46

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its iShares Russell 1000 ETF (IWB) stake by 1,623% in Q2 2026, buying an estimated $3.87M and bringing the position to 10,355 shares worth $4.24M. The position accounts for 0.2% of the portfolio, ranked #121.

Cyndeo Wealth Partners first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.11M in Q4 2023. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Cyndeo Wealth Partners held 10,355 shares of iShares Russell 1000 ETF worth $4.24M as of Q2 2026.
  • Cyndeo Wealth Partners bought 9,754 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.87M.
  • iShares Russell 1000 ETF made up 0.2% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #121 holding.
  • Cyndeo Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Cyndeo Wealth Partners's iShares Russell 1000 ETF position peaked at $6.11M in Q4 2023.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.