Denver PWM’s iShares Russell 1000 ETF IWB Stock Holding History

Denver PWM’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 Q1	$1.31M	Buy	3,248 +26	+0.8%	+$9.69K	0.45%	37
2025 Q4	$1.09M	Hold	3,222	–	–	0.37%	36
2025 Q3	$1.09M	Hold	3,222	–	–	0.34%	37
2025 Q2	$1.09M	Buy	3,222 +8	+0.2%	+$2.51K	0.34%	37
2025 Q1	$986K	Buy	3,214 +8	+0.2%	+$2.59K	0.35%	38
2024 Q4	$1.03M	Buy	3,206 +10	+0.3%	+$3.24K	0.4%	33
2024 Q3	$1M	Buy	3,196 +11	+0.3%	+$3.33K	0.38%	31
2024 Q2	$948K	Buy	3,185 +9	+0.3%	+$2.58K	0.38%	33
2024 Q1	$901K	Sell	3,176 -253	-7%	-$69.3K	0.35%	45
2023 Q4	$885K	Sell	3,429 -336	-9%	-$82.3K	0.41%	38
2023 Q3	$881K	Hold	3,765	–	–	0.37%	48
2023 Q2	$917K	Buy	3,765 +10	+0.3%	+$2.3K	0.38%	49
2023 Q1	$850K	Sell	3,755 -290	-7%	-$63.8K	0.37%	49
2022 Q4	$852K	Buy	4,045 +38	+0.9%	+$8.04K	0.4%	47
2022 Q3	$811K	Sell	4,007 -200	-5%	-$43.9K	0.45%	48
2022 Q2	$879K	Buy	4,207 +13	+0.3%	+$2.94K	0.41%	48
2022 Q1	$1.05M	Sell	4,194 -368	-8%	-$90.9K	0.42%	46
2021 Q4	$1.21M	Buy	4,562 +10	+0.2%	+$2.57K	0.46%	45
2021 Q3	$1.1M	Hold	4,552	–	–	0.45%	46
2021 Q2	$1.11M	Sell	4,552 -157	-3%	-$37K	0.46%	47
2021 Q1	$881K	Sell	4,709 -18	-0.4%	-$3.94K	0.51%	36
2020 Q4	$987K	Buy	4,727 +18	+0.4%	+$3.59K	0.49%	43
2020 Q3	$881K	Buy	4,709 +19	+0.4%	+$3.51K	0.51%	36
2020 Q2	$805K	Sell	4,690 -287	-6%	-$46.4K	0.49%	38
2020 Q1	$676K	Hold	4,977	–	–	0.5%	36
2019 Q4	$896K	Buy	4,977 +45	+0.9%	+$7.68K	0.52%	34
2019 Q3	$809K	Hold	4,932	–	–	0.49%	33
2019 Q2	$797K	Sell	4,932 -33	-0.7%	-$5.28K	0.51%	32
2019 Q1	$796K	Buy	4,965 +20	+0.4%	+$3.02K	0.52%	30
2018 Q4	$745K	Sell	4,945 -169	-3%	-$25.3K	0.53%	29
2018 Q3	$776K	Buy	+5,114	New	+$812K	0.58%	32
2018 Q1	$772K	Buy	5,068 +22	+0.4%	+$3.34K	0.69%	23
2017 Q4	$762K	Buy	5,046 +21	+0.4%	+$3.04K	0.58%	29
2017 Q3	$724K	Buy	+5,025	New	+$690K	0.57%	31

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Denver PWM's IWB Position: Q1 2026 in Review

Denver PWM increased its iShares Russell 1000 ETF (IWB) stake by 0.81% in Q1 2026, buying an estimated $9.69K and bringing the position to 3,248 shares worth $1.31M. The position accounts for 0.45% of the portfolio, ranked #37.

Denver PWM first reported a position in IWB in Q3 2017 and has held it in 34 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Denver PWM held 3,248 shares of iShares Russell 1000 ETF worth $1.31M as of Q1 2026.
Denver PWM bought 26 iShares Russell 1000 ETF shares in Q1 2026, an estimated $9.69K.
iShares Russell 1000 ETF made up 0.45% of Denver PWM's portfolio in Q1 2026, its #37 holding.
Denver PWM first reported a position in iShares Russell 1000 ETF in Q3 2017 and has held it in 34 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Denver PWM's 13F filing for Q1 2026, filed 13 May 2026.