Ethos Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Ethos Financial Group’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	$11.2M	Buy	29,989 +750	+3%	+$279K	0.81%	25
2025 Q4	$10.9M	Sell	29,239 -298	-1%	-$110K	0.81%	29
2025 Q3	$10.8M	Buy	29,537 +3	+0%	+$1.06K	0.85%	31
2025 Q2	$10M	Sell	29,534 -31,518	-52%	-$9.89M	0.86%	29
2025 Q1	$18.7M	Buy	61,052 +60,030	+5,874%	+$19.4M	1.79%	11
2024 Q4	$329K	Buy	+1,022	New	+$331K	0.04%	206

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

Ethos Financial Group's IWB Position: Q1 2026 in Review

Ethos Financial Group increased its iShares Russell 1000 ETF (IWB) stake by 2.6% in Q1 2026, buying an estimated $279K and bringing the position to 29,989 shares worth $11.2M. The position accounts for 0.81% of the portfolio, ranked #25.

Ethos Financial Group first reported a position in IWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.7M in Q1 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Ethos Financial Group held 29,989 shares of iShares Russell 1000 ETF worth $11.2M as of Q1 2026.
Ethos Financial Group bought 750 iShares Russell 1000 ETF shares in Q1 2026, an estimated $279K.
iShares Russell 1000 ETF made up 0.81% of Ethos Financial Group's portfolio in Q1 2026, its #25 holding.
Ethos Financial Group first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
Ethos Financial Group's iShares Russell 1000 ETF position peaked at $18.7M in Q1 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.