DeDora Capital
IWB icon

DeDora Capital’s iShares Russell 1000 ETF IWB Stock Holding History

DeDora Capital’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 		$33.7K Buy
+81
New +$33.7K 0.01% 208
2022
Q2 		– Sell
-81
Closed -$20K – 247
2022
Q1 		$20K Buy
+81
New +$20K 0.01% 235
2020
Q1 		– Sell
-81
Closed -$14K – 104
2019
Q4 		$14K Buy
+81
New +$13.8K 0.01% 107

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

DeDora Capital's IWB Position: Q3 2026 in Review

DeDora Capital opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2026: 81 shares worth $33.7K. The stake represents 0.01% of the portfolio and ranks #208 among its holdings. This is a return to the name: DeDora Capital previously reported a position in IWB as recently as Q1 2022.

DeDora Capital first reported a position in IWB in Q4 2019 and has held it in 3 quarters since. 1,388 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • DeDora Capital held 81 shares of iShares Russell 1000 ETF worth $33.7K as of Q3 2026.
  • iShares Russell 1000 ETF was a new DeDora Capital position in Q3 2026.
  • iShares Russell 1000 ETF made up 0.01% of DeDora Capital's portfolio in Q3 2026, its #208 holding.
  • DeDora Capital first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 3 quarters since.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.