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Diversified Portfolios Inc’s iShares Russell 1000 ETF IWB Stock Holding History

Diversified Portfolios Inc’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 		$642K Hold
1,801
– – 0.05% 117
2025
Q4 		$672K Hold
1,801
– – 0.06% 116
2025
Q3 		$658K Buy
1,801
+7
+0.4% +$2.47K 0.06% 109
2025
Q2 		$609K Hold
1,794
– – 0.06% 106
2025
Q1 		$550K Sell
1,794
-1,926
-52% -$623K 0.06% 104
2024
Q4 		$1.2M Buy
3,720
+182
+5% +$59K 0.13% 75
2024
Q3 		$1.11M Sell
3,538
-200
-5% -$60.6K 0.13% 75
2024
Q2 		$1.11M Sell
3,738
-50
-1% -$14.4K 0.15% 75
2024
Q1 		$1.09M Sell
3,788
-347
-8% -$95.1K 0.15% 67
2023
Q4 		$1.08M Buy
4,135
+547
+15% +$134K 0.17% 64
2023
Q3 		$843K Hold
3,588
– – 0.16% 66
2023
Q2 		$874K Sell
3,588
-230
-6% -$53K 0.18% 63
2023
Q1 		$860K Hold
3,818
– – 0.19% 66
2022
Q4 		$804K Sell
3,818
-109
-3% -$23.1K 0.18% 67
2022
Q3 		$775K Sell
3,927
-88
-2% -$19.3K 0.21% 62
2022
Q2 		$834K Sell
4,015
-809
-17% -$183K 0.23% 57
2022
Q1 		$1.21M Sell
4,824
-249
-5% -$61.5K 0.29% 52
2021
Q4 		$1.34M Sell
5,073
-57
-1% -$14.7K 0.32% 45
2021
Q3 		$1.24M Sell
5,130
-72
-1% -$17.9K 0.34% 39
2021
Q2 		$1.26M Sell
5,202
-34
-0.6% -$8.01K 0.47% 30
2021
Q1 		$1.17M Sell
5,236
-79
-1% -$17.3K 0.39% 30
2020
Q4 		$1.13M Sell
5,315
-762
-13% -$152K 0.4% 29
2020
Q3 		$1.14M Sell
6,077
-152
-2% -$28.1K 0.49% 25
2020
Q2 		$1.07M Sell
6,229
-42
-0.7% -$6.79K 0.51% 23
2020
Q1 		$887K Sell
6,271
-707
-10% -$120K 0.49% 24
2019
Q4 		$1.25M Hold
6,978
– – 0.59% 20
2019
Q3 		$1.15M Sell
6,978
-49
-0.7% -$8.04K 0.58% 20
2019
Q2 		$1.14M Sell
7,027
-84
-1% -$13.4K 0.63% 18
2019
Q1 		$1.12M Hold
7,111
– – 0.62% 18
2018
Q4 		$986K Sell
7,111
-70
-1% -$10.5K 0.61% 20
2018
Q3 		$1.16M Sell
7,181
-222
-3% -$35.2K 0.64% 17
2018
Q2 		$1.13M Sell
7,403
-84
-1% -$12.7K 0.64% 17
2018
Q1 		$1.1M Sell
7,487
-203
-3% -$30.8K 0.63% 18
2017
Q4 		$1.14M Sell
7,690
-146
-2% -$21.1K 0.62% 18
2017
Q3 		$1.1M Sell
7,836
-188
-2% -$25.8K 0.62% 19
2017
Q2 		$1.08M Sell
8,024
-213
-3% -$28.4K 0.64% 19
2017
Q1 		$1.08M Sell
8,237
-139
-2% -$18K 0.65% 18
2016
Q4 		$1.04M Sell
8,376
-212
-2% -$25.8K 0.64% 18
2016
Q3 		$1.03M Hold
8,588
– – 0.65% 17
2016
Q2 		$1M Hold
8,588
– – 0.63% 18
2016
Q1 		$980K Hold
8,588
– – 0.62% 18
2015
Q4 		$973K Sell
8,588
-34
-0.4% -$3.89K 0.62% 19
2015
Q3 		$923K Sell
8,622
-75
-0.9% -$8.52K 0.61% 19
2015
Q2 		$1.01M Buy
8,697
+33
+0.4% +$3.89K 0.64% 20
2015
Q1 		$1M Sell
8,664
-60
-0.7% -$6.93K 0.64% 19
2014
Q4 		$1M Buy
+8,724
New +$978K 0.59% 19

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Diversified Portfolios Inc's IWB Position: Q1 2026 in Review

Diversified Portfolios Inc held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,801 shares worth $642K. The position accounts for 0.05% of the portfolio, ranked #117.

Diversified Portfolios Inc first reported a position in IWB in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.34M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Diversified Portfolios Inc held 1,801 shares of iShares Russell 1000 ETF worth $642K as of Q1 2026.
  • Diversified Portfolios Inc left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.05% of Diversified Portfolios Inc's portfolio in Q1 2026, its #117 holding.
  • Diversified Portfolios Inc first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 46 quarters since.
  • Diversified Portfolios Inc's iShares Russell 1000 ETF position peaked at $1.34M in Q4 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.