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 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

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 29.18% 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

Elevation Wealth Partners's IWB Position: Q2 2026 in Review

Elevation Wealth Partners held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 41 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #644.

Elevation Wealth Partners first reported a position in IWB in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.6K in Q4 2024. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Elevation Wealth Partners held 41 shares of iShares Russell 1000 ETF worth $16.8K as of Q2 2026.
Elevation Wealth Partners left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #644 holding.
Elevation Wealth Partners first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's iShares Russell 1000 ETF position peaked at $20.6K in Q4 2024.
1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.