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

Elk River 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 Q1	$4.24M	Sell	11,897 -292	-2%	-$109K	0.7%	38
2025 Q4	$4.55M	Sell	12,189 -16	-0.1%	-$5.93K	0.73%	36
2025 Q3	$4.46M	Sell	12,205 -310	-2%	-$109K	0.71%	40
2025 Q2	$4.25M	Sell	12,515 -54	-0.4%	-$17K	0.73%	38
2025 Q1	$3.86M	Sell	12,569 -1,421	-10%	-$459K	0.72%	40
2024 Q4	$4.51M	Buy	13,990 +912	+7%	+$295K	0.82%	35
2024 Q3	$4.11M	Hold	13,078	–	–	0.75%	39
2024 Q2	$3.89M	Sell	13,078 -141	-1%	-$40.5K	0.76%	40
2024 Q1	$3.81M	Sell	13,219 -2,134	-14%	-$585K	0.77%	37
2023 Q4	$4.03M	Sell	15,353 -1,108	-7%	-$271K	0.77%	39
2023 Q3	$3.88M	Sell	16,461 -6,534	-28%	-$1.6M	0.86%	36
2023 Q2	$5.6M	Buy	22,995 +7,065	+44%	+$1.63M	1.2%	27
2023 Q1	$3.59M	Sell	15,930 -4,531	-22%	-$997K	0.81%	35
2022 Q4	$4.31M	Buy	20,461 +199	+1%	+$42.1K	1.04%	34
2022 Q3	$4M	Buy	20,262 +4,948	+32%	+$1.09M	1.06%	31
2022 Q2	$3.18M	Hold	15,314	–	–	0.8%	40
2022 Q1	$3.83M	Hold	15,314	–	–	0.84%	40
2021 Q4	$4.05M	Sell	15,314 -290	-2%	-$74.6K	0.92%	36
2021 Q3	$3.77M	Sell	15,604 -24	-0.2%	-$5.97K	0.95%	36
2021 Q2	$3.78M	Sell	15,628 -1,812	-10%	-$427K	0.98%	37
2021 Q1	$3.9M	Sell	17,440 -2,168	-11%	-$475K	1.11%	30
2020 Q4	$4.15M	Buy	+19,608	New	+$3.91M	1.37%	23

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

Elk River Wealth Management's IWB Position: Q1 2026 in Review

Elk River Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 2.4% in Q1 2026, selling an estimated $109K and leaving 11,897 shares worth $4.24M. The position accounts for 0.7% of the portfolio, ranked #38.

Elk River Wealth Management first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.6M in Q2 2023. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Elk River Wealth Management held 11,897 shares of iShares Russell 1000 ETF worth $4.24M as of Q1 2026.
Elk River Wealth Management sold 292 iShares Russell 1000 ETF shares in Q1 2026, an estimated $109K.
iShares Russell 1000 ETF made up 0.7% of Elk River Wealth Management's portfolio in Q1 2026, its #38 holding.
Elk River Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
Elk River Wealth Management's iShares Russell 1000 ETF position peaked at $5.6M in Q2 2023.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.