Destination Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Destination Wealth Management’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	$5.69M	Sell	15,971 -411	-3%	-$153K	0.15%	97
2025 Q4	$6.12M	Sell	16,382 -57	-0.3%	-$21.1K	0.16%	91
2025 Q3	$6.01M	Sell	16,439 -642	-4%	-$226K	0.17%	90
2025 Q2	$5.8M	Buy	17,081 +931	+6%	+$292K	0.17%	90
2025 Q1	$4.95M	Sell	16,150 -731	-4%	-$236K	0.16%	96
2024 Q4	$5.44M	Buy	16,881 +366	+2%	+$119K	0.17%	91
2024 Q3	$5.19M	Sell	16,515 -304	-2%	-$92.1K	0.16%	91
2024 Q2	$5M	Sell	16,819 -280	-2%	-$80.4K	0.17%	89
2024 Q1	$4.92M	Sell	17,099 -475	-3%	-$130K	0.16%	91
2023 Q4	$4.61M	Sell	17,574 -53	-0.3%	-$13K	0.16%	94
2023 Q3	$4.14M	Sell	17,627 -2,287	-11%	-$560K	0.16%	93
2023 Q2	$4.85M	Sell	19,914 -557	-3%	-$128K	0.18%	88
2023 Q1	$4.61M	Buy	20,471 +336	+2%	+$73.9K	0.17%	89
2022 Q4	$4.24M	Buy	20,135 +269	+1%	+$56.9K	0.17%	92
2022 Q3	$3.92M	Buy	19,866 +642	+3%	+$141K	0.16%	92
2022 Q2	$3.99M	Sell	19,224 -509	-3%	-$115K	0.16%	93
2022 Q1	$4.93M	Sell	19,733 -963	-5%	-$238K	0.18%	89
2021 Q4	$5.47M	Sell	20,696 -806	-4%	-$207K	0.19%	87
2021 Q3	$5.2M	Sell	21,502 -694	-3%	-$173K	0.2%	85
2021 Q2	$5.37M	Sell	22,196 -1,936	-8%	-$456K	0.21%	84
2021 Q1	$5.4M	Sell	24,132 -1,319	-5%	-$289K	0.22%	81
2020 Q4	$5.39M	Buy	25,451 +160	+0.6%	+$31.9K	0.23%	76
2020 Q3	$4.73M	Sell	25,291 -910	-3%	-$168K	0.24%	72
2020 Q2	$4.5M	Sell	26,201 -1,479	-5%	-$239K	0.24%	70
2020 Q1	$3.92M	Sell	27,680 -27,282	-50%	-$4.61M	0.24%	68
2019 Q4	$9.81M	Sell	54,962 -450	-0.8%	-$76.8K	0.5%	53
2019 Q3	$9.12M	Sell	55,412 -2,607	-4%	-$428K	0.49%	53
2019 Q2	$9.45M	Buy	58,019 +1,488	+3%	+$238K	0.52%	51
2019 Q1	$8.89M	Buy	56,531 +4,443	+9%	+$672K	0.5%	52
2018 Q4	$7.22M	Buy	52,088 +4,048	+8%	+$606K	0.43%	53
2018 Q3	$7.77M	Buy	48,040 +3,054	+7%	+$485K	0.43%	51
2018 Q2	$6.84M	Sell	44,986 -355	-0.8%	-$53.5K	0.41%	52
2018 Q1	$6.66M	Buy	45,341 +3,519	+8%	+$535K	0.41%	53
2017 Q4	$6.21M	Buy	41,822 +6,444	+18%	+$933K	0.38%	56
2017 Q3	$4.95M	Buy	35,378 +7,286	+26%	+$1,000K	0.32%	59
2017 Q2	$3.8M	Buy	28,092 +7,281	+35%	+$972K	0.25%	75
2017 Q1	$2.73M	Buy	20,811 +8,316	+67%	+$1.08M	0.19%	71
2016 Q4	$1.55M	Buy	12,495 +5,907	+90%	+$718K	0.11%	80
2016 Q3	$794K	Sell	6,588 -542	-8%	-$65.1K	0.06%	91
2016 Q2	$833K	Buy	7,130 +108	+2%	+$12.5K	0.07%	88
2016 Q1	$796K	Hold	7,022	–	–	0.08%	90
2015 Q4	$796K	Buy	+7,022	New	+$803K	0.08%	90
2015 Q3	–	Sell	-2,025	Closed	-$235K	–	168
2015 Q2	$235K	Buy	+2,025	New	+$239K	0.02%	222

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

Destination Wealth Management's IWB Position: Q1 2026 in Review

Destination Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 2.5% in Q1 2026, selling an estimated $153K and leaving 15,971 shares worth $5.69M. The position accounts for 0.15% of the portfolio, ranked #97.

Destination Wealth Management first reported a position in IWB in Q2 2015 and has held it in 43 quarters since. The position peaked at $9.81M in Q4 2019. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Destination Wealth Management held 15,971 shares of iShares Russell 1000 ETF worth $5.69M as of Q1 2026.
Destination Wealth Management sold 411 iShares Russell 1000 ETF shares in Q1 2026, an estimated $153K.
iShares Russell 1000 ETF made up 0.15% of Destination Wealth Management's portfolio in Q1 2026, its #97 holding.
Destination Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2015 and has held it in 43 quarters since.
Destination Wealth Management's iShares Russell 1000 ETF position peaked at $9.81M in Q4 2019.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.