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

Dynasty 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 Q2	$343M	Buy	838,203 +836,222	+42,212%	+$331M	2.55%	15
2026 Q1	$706K	Sell	1,981 -546	-22%	-$203K	0.01%	205
2025 Q4	$944K	Buy	2,527 +1	+0%	+$370	0.01%	190
2025 Q3	$923K	Sell	2,526 -6,375	-72%	-$2.25M	0.01%	172
2025 Q2	$3.02M	Buy	+8,901	New	+$2.79M	0.05%	69
2025 Q1	–	Sell	-13,523	Closed	-$4.36M	–	255
2024 Q4	$4.36M	Buy	13,523 +3,558	+36%	+$1.15M	0.08%	69
2024 Q3	$3.13M	Buy	9,965 +70	+0.7%	+$21.2K	0.09%	55
2024 Q2	$2.94M	Sell	9,895 -654	-6%	-$188K	0.09%	68
2024 Q1	$3.04M	Buy	+10,549	New	+$2.89M	0.1%	60
2018 Q4	–	Sell	-20,208	Closed	-$3.27M	–	48
2018 Q3	$3.27M	Buy	20,208 +9,600	+90%	+$1.52M	4.21%	3
2018 Q2	$1.61M	Buy	10,608 +478	+5%	+$72K	3.34%	7
2018 Q1	$1.49M	Sell	10,130 -400	-4%	-$60.8K	0.62%	6
2017 Q4	$1.56M	Buy	+10,530	New	+$1.52M	2.7%	7

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dynasty Wealth Management's IWB Position: Q2 2026 in Review

Dynasty Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 42,212% in Q2 2026, buying an estimated $331M and bringing the position to 838,203 shares worth $343M. The position accounts for 2.55% of the portfolio, ranked #15.

Dynasty Wealth Management first reported a position in IWB in Q4 2017 and has held it in 13 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Dynasty Wealth Management held 838,203 shares of iShares Russell 1000 ETF worth $343M as of Q2 2026.
Dynasty Wealth Management bought 836,222 iShares Russell 1000 ETF shares in Q2 2026, an estimated $331M.
iShares Russell 1000 ETF made up 2.55% of Dynasty Wealth Management's portfolio in Q2 2026, its #15 holding.
Dynasty Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 13 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.