EPG Wealth Management
IWB icon

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

EPG 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
Q3 		$300K Hold
720
– – 0.07% 163
2026
Q2 		$295K Hold
720
– – 0.07% 164
2026
Q1 		$257K Hold
720
– – 0.07% 169
2025
Q4 		$269K Hold
720
– – 0.07% 171
2025
Q3 		$263K Hold
720
– – 0.07% 171
2025
Q2 		$244K Hold
720
– – 0.07% 171
2025
Q1 		$221K Sell
720
-49
-6% -$15.8K 0.06% 217
2024
Q4 		$248K Sell
769
-10
-1% -$3.24K 0.07% 213
2024
Q3 		$245K Buy
+779
New +$236K 0.06% 221
2024
Q2 		– Sell
-1,129
Closed -$324K – 199
2024
Q1 		$325K Hold
1,129
– – 0.08% 207
2023
Q4 		$307K Sell
1,129
-25
-2% -$6.12K 0.08% 202
2023
Q3 		$271K Hold
1,154
– – 0.08% 201
2023
Q2 		$281K Hold
1,154
– – 0.08% 195
2023
Q1 		$260K Hold
1,154
– – 0.08% 198
2022
Q4 		$243K Hold
1,154
– – 0.09% 186
2022
Q3 		$228K Hold
1,154
– – 0.09% 186
2022
Q2 		$240K Hold
1,154
– – 0.1% 185
2022
Q1 		$289K Hold
1,154
– – 0.1% 177
2021
Q4 		$305K Hold
1,154
– – 0.11% 171
2021
Q3 		$279K Hold
1,154
– – 0.11% 165
2021
Q2 		$279K Hold
1,154
– – 0.12% 158
2021
Q1 		$258K Hold
1,154
– – 0.13% 156
2020
Q4 		$244K Hold
1,154
– – 0.15% 127
2020
Q3 		$216K Buy
+1,154
New +$213K 0.16% 117
2020
Q2 		– Sell
-1,154
Closed -$163K – 458
2020
Q1 		$163K Buy
1,154
+460
+66% +$77.8K 0.12% 138
2019
Q4 		$124K Buy
+694
New +$118K 0.09% 136

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

EPG Wealth Management's IWB Position: Q3 2026 in Review

EPG Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 720 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #163.

EPG Wealth Management first reported a position in IWB in Q4 2019 and has held it in 26 quarters since. The position peaked at $325K in Q1 2024. 1,238 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • EPG Wealth Management held 720 shares of iShares Russell 1000 ETF worth $300K as of Q3 2026.
  • EPG Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 0.07% of EPG Wealth Management's portfolio in Q3 2026, its #163 holding.
  • EPG Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 26 quarters since.
  • EPG Wealth Management's iShares Russell 1000 ETF position peaked at $325K in Q1 2024.
  • 1,238 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.