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ETF Portfolio Partners’s iShares Russell 1000 ETF IWB Stock Holding History

ETF Portfolio 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 		$13.6M Sell
33,269
-199
-0.6% -$78.9K 3.24% 11
2026
Q1 		$11.9M Sell
33,468
-1,527
-4% -$569K 3.13% 11
2025
Q4 		$13.1M Buy
34,995
+501
+1% +$186K 3.37% 11
2025
Q3 		$12.6M Sell
34,494
-322
-0.9% -$113K 3.35% 11
2025
Q2 		$11.8M Buy
34,816
+93
+0.3% +$29.2K 3.28% 11
2025
Q1 		$10.7M Sell
34,723
-95
-0.3% -$30.7K 3.21% 11
2024
Q4 		$11.2M Sell
34,818
-1,137
-3% -$368K 3.37% 10
2024
Q3 		$11.3M Sell
35,955
-327
-0.9% -$99K 3.34% 9
2024
Q2 		$10.8M Sell
36,282
-7,972
-18% -$2.29M 3.38% 10
2024
Q1 		$12.7M Sell
44,254
-96,439
-69% -$26.4M 4.04% 9
2023
Q4 		$36.9M Sell
140,693
-725
-0.5% -$178K 12.37% 2
2023
Q3 		$33.2M Sell
141,418
-2,569
-2% -$629K 12.26% 3
2023
Q2 		$35.1M Sell
143,987
-17,340
-11% -$3.99M 12.58% 2
2023
Q1 		$36.3M Buy
161,327
+9,534
+6% +$2.1M 13.75% 2
2022
Q4 		$32M Buy
151,793
+1,916
+1% +$406K 13.44% 2
2022
Q3 		$29.6M Buy
149,877
+6,657
+5% +$1.46M 13.07% 2
2022
Q2 		$29.8M Sell
143,220
-6,831
-5% -$1.54M 12.83% 3
2022
Q1 		$37.5M Buy
150,051
+9,275
+7% +$2.29M 14.12% 2
2021
Q4 		$37.2M Sell
140,776
-600
-0.4% -$154K 14.18% 2
2021
Q3 		$34.2M Buy
141,376
+704
+0.5% +$175K 13.7% 2
2021
Q2 		$34.1M Buy
140,672
+12,131
+9% +$2.86M 13.78% 3
2021
Q1 		$28.8M Sell
128,541
-1,083
-0.8% -$237K 12.74% 3
2020
Q4 		$27.5M Buy
129,624
+1,500
+1% +$299K 12.62% 3
2020
Q3 		$24M Sell
128,124
-9,310
-7% -$1.72M 12.53% 3
2020
Q2 		$23.6M Buy
137,434
+653
+0.5% +$106K 12.88% 3
2020
Q1 		$19.4M Buy
136,781
+20,519
+18% +$3.47M 12.37% 3
2019
Q4 		$20.7M Buy
116,262
+4,206
+4% +$718K 10.95% 3
2019
Q3 		$18.4M Sell
112,056
-1,740
-2% -$286K 10.57% 3
2019
Q2 		$18.5M Buy
113,796
+1,800
+2% +$288K 9.86% 3
2019
Q1 		$17.6M Buy
111,996
+13,566
+14% +$2.05M 10.65% 3
2018
Q4 		$13.7M Buy
98,430
+282
+0.3% +$42.2K 9.12% 3
2018
Q3 		$15.9M Sell
98,148
-33
-0% -$5.24K 9.65% 3
2018
Q2 		$14.9M Buy
98,181
+548
+0.6% +$82.6K 9.63% 3
2018
Q1 		$14.3M Buy
97,633
+4,214
+5% +$640K 9.48% 3
2017
Q4 		$13.9M Buy
93,419
+432
+0.5% +$62.6K 9.33% 3
2017
Q3 		$13M Sell
92,987
-2,811
-3% -$386K 9.24% 3
2017
Q2 		$13M Sell
95,798
-14,757
-13% -$1.97M 9.3% 3
2017
Q1 		$14.5M Buy
110,555
+3,407
+3% +$441K 10.73% 3
2016
Q4 		$13.3M Buy
107,148
+70,560
+193% +$8.58M 10.49% 3
2016
Q3 		$4.41M Buy
36,588
+108
+0.3% +$13K 3.51% 11
2016
Q2 		$4.26M Sell
36,480
-167
-0.5% -$19.3K 3.74% 10
2016
Q1 		$4.18M Buy
36,647
+188
+0.5% +$20.3K 3.58% 10
2015
Q4 		$4.13M Buy
36,459
+1,925
+6% +$220K 3.64% 10
2015
Q3 		$3.7M Buy
34,534
+727
+2% +$82.6K 3.47% 9
2015
Q2 		$3.92M Sell
33,807
-9,534
-22% -$1.12M 3.5% 9
2015
Q1 		$5.02M Buy
43,341
+43
+0.1% +$4.97K 4.47% 8
2014
Q4 		$4.96M Buy
+43,298
New +$4.85M 4.66% 8

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

ETF Portfolio Partners's IWB Position: Q2 2026 in Review

ETF Portfolio Partners reduced its iShares Russell 1000 ETF (IWB) stake by 0.59% in Q2 2026, selling an estimated $78.9K and leaving 33,269 shares worth $13.6M. The position accounts for 3.24% of the portfolio, ranked #11.

ETF Portfolio Partners first reported a position in IWB in Q4 2014 and has held it in 47 quarters since. The position peaked at $37.5M in Q1 2022. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • ETF Portfolio Partners held 33,269 shares of iShares Russell 1000 ETF worth $13.6M as of Q2 2026.
  • ETF Portfolio Partners sold 199 iShares Russell 1000 ETF shares in Q2 2026, an estimated $78.9K.
  • iShares Russell 1000 ETF made up 3.24% of ETF Portfolio Partners's portfolio in Q2 2026, its #11 holding.
  • ETF Portfolio Partners first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 47 quarters since.
  • ETF Portfolio Partners's iShares Russell 1000 ETF position peaked at $37.5M in Q1 2022.
  • 511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on ETF Portfolio Partners's 13F filing for Q2 2026, filed 13 Jul 2026.