EI
IWB icon

Ellevest Inc’s iShares Russell 1000 ETF IWB Stock Holding History

Ellevest 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 		$1.25M Sell
3,516
-97
-3% -$36.1K 0.17% 80
2025
Q4 		$1.35M Hold
3,613
– – 0.19% 74
2025
Q3 		$1.32M Buy
3,613
+70
+2% +$24.7K 0.19% 75
2025
Q2 		$1.2M Sell
3,543
-98
-3% -$30.8K 0.19% 76
2025
Q1 		$1.12M Sell
3,641
-340
-9% -$110K 0.07% 92
2024
Q4 		$1.28M Hold
3,981
– – 0.07% 88
2024
Q3 		$1.25M Hold
3,981
– – 0.07% 87
2024
Q2 		$1.18M Hold
3,981
– – 0.07% 80
2024
Q1 		$1.15M Hold
3,981
– – 0.07% 84
2023
Q4 		$1.04M Hold
3,981
– – 0.07% 81
2023
Q3 		$935K Hold
3,981
– – 0.07% 72
2023
Q2 		$970K Buy
3,981
+599
+18% +$138K 0.07% 67
2023
Q1 		$762K Hold
3,382
– – 0.06% 78
2022
Q4 		$712K Hold
3,382
– – 0.06% 82
2022
Q3 		$667K Hold
3,382
– – 0.06% 71
2022
Q2 		$703K Buy
3,382
+98
+3% +$22.1K 0.07% 71
2022
Q1 		$821K Hold
3,284
– – 0.07% 65
2021
Q4 		$868K Sell
3,284
-10
-0.3% -$2.57K 0.08% 59
2021
Q3 		$796K Hold
3,294
– – 0.08% 62
2021
Q2 		$797K Hold
3,294
– – 0.08% 61
2021
Q1 		$737K Hold
3,294
– – 0.09% 60
2020
Q4 		$698K Hold
3,294
– – 0.1% 50
2020
Q3 		$616K Hold
3,294
– – 0.11% 47
2020
Q2 		$566K Buy
3,294
+10
+0.3% +$1.62K 0.12% 45
2020
Q1 		$465K Sell
3,284
-647
-16% -$109K 0.13% 40
2019
Q4 		$701K Buy
3,931
+482
+14% +$82.3K 0.19% 29
2019
Q3 		$567K Hold
3,449
– – 0.2% 29
2019
Q2 		$561K Buy
3,449
+165
+5% +$26.4K 0.22% 29
2019
Q1 		$517K Hold
3,284
– – 0.25% 28
2018
Q4 		$455K Buy
+3,284
New +$491K 0.23% 42

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

Ellevest Inc's IWB Position: Q1 2026 in Review

Ellevest Inc reduced its iShares Russell 1000 ETF (IWB) stake by 2.7% in Q1 2026, selling an estimated $36.1K and leaving 3,516 shares worth $1.25M. The position accounts for 0.17% of the portfolio, ranked #80.

Ellevest Inc first reported a position in IWB in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.35M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Ellevest Inc held 3,516 shares of iShares Russell 1000 ETF worth $1.25M as of Q1 2026.
  • Ellevest Inc sold 97 iShares Russell 1000 ETF shares in Q1 2026, an estimated $36.1K.
  • iShares Russell 1000 ETF made up 0.17% of Ellevest Inc's portfolio in Q1 2026, its #80 holding.
  • Ellevest Inc first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Ellevest Inc's iShares Russell 1000 ETF position peaked at $1.35M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.