Detalus Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Detalus Advisors’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	$1.8M	Sell	5,038 -74	-1%	-$27.6K	0.41%	44
2025 Q4	$1.91M	Sell	5,112 -67	-1%	-$24.8K	0.47%	39
2025 Q3	$1.89M	Sell	5,179 -100	-2%	-$35.2K	0.49%	39
2025 Q2	$1.79M	Buy	5,279 +321	+6%	+$101K	0.52%	36
2025 Q1	$1.52M	Buy	4,958 +4,117	+490%	+$1.33M	0.48%	36
2024 Q4	$271K	Sell	841 -50	-6%	-$16.2K	0.09%	122
2024 Q3	$280K	Buy	891 +117	+15%	+$35.4K	0.09%	127
2024 Q2	$230K	Buy	+774	New	+$222K	0.08%	130
2024 Q1	–	Sell	-895	Closed	-$235K	–	151
2023 Q4	$235K	Buy	+895	New	+$219K	0.09%	129
2023 Q3	–	Sell	-831	Closed	-$203K	–	142
2023 Q2	$203K	Buy	+831	New	+$191K	0.09%	136

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

Detalus Advisors's IWB Position: Q1 2026 in Review

Detalus Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 1.4% in Q1 2026, selling an estimated $27.6K and leaving 5,038 shares worth $1.8M. The position accounts for 0.41% of the portfolio, ranked #44.

Detalus Advisors first reported a position in IWB in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.91M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Detalus Advisors held 5,038 shares of iShares Russell 1000 ETF worth $1.8M as of Q1 2026.
Detalus Advisors sold 74 iShares Russell 1000 ETF shares in Q1 2026, an estimated $27.6K.
iShares Russell 1000 ETF made up 0.41% of Detalus Advisors's portfolio in Q1 2026, its #44 holding.
Detalus Advisors first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 10 quarters since.
Detalus Advisors's iShares Russell 1000 ETF position peaked at $1.91M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Detalus Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.