Elevation Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Elevation Wealth Partners’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 Q3	$9.6K	Sell	23 -18	-44%	-$7.48K	﹤0.01%	901
2026 Q2	$16.8K	Hold	41	–	–	0.01%	644
2026 Q1	$14.6K	Sell	41 -6	-13%	-$2.24K	0.01%	441
2025 Q4	$17.6K	Sell	47 -3	-6%	-$1.11K	0.01%	400
2025 Q3	$18.3K	Hold	50	–	–	0.01%	338
2025 Q2	$17K	Hold	50	–	–	0.01%	330
2025 Q1	$15.3K	Sell	50 -14	-22%	-$4.53K	0.01%	334
2024 Q4	$20.6K	Hold	64	–	–	0.01%	307
2024 Q3	$20.1K	Hold	64	–	–	0.01%	297
2024 Q2	$19K	Hold	64	–	–	0.01%	291
2024 Q1	$18.4K	Hold	64	–	–	0.01%	302
2023 Q4	$15K	Hold	64	–	–	0.01%	303
2023 Q3	$15K	Hold	64	–	–	0.01%	225
2023 Q2	$15.6K	Hold	64	–	–	0.01%	226
2023 Q1	$14.4K	Buy	+64	New	+$14.1K	0.01%	238

Other funds holding IWB

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Elevation Wealth Partners's IWB Position: Q3 2026 in Review

Elevation Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 44% in Q3 2026, selling an estimated $7.48K and leaving 23 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Elevation Wealth Partners first reported a position in IWB in Q1 2023 and has held it in 15 quarters since. The position peaked at $20.6K in Q4 2024. 743 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Elevation Wealth Partners held 23 shares of iShares Russell 1000 ETF worth $9.6K as of Q3 2026.
Elevation Wealth Partners sold 18 iShares Russell 1000 ETF shares in Q3 2026, an estimated $7.48K.
iShares Russell 1000 ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #901 holding.
Elevation Wealth Partners first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's iShares Russell 1000 ETF position peaked at $20.6K in Q4 2024.
743 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.