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EverSource Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

EverSource Wealth Advisors’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 		$3.12M Sell
7,609
-1,551
-17% -$615K 0.1% 164
2026
Q1 		$3.27M Sell
9,160
-1,342
-13% -$500K 0.1% 157
2025
Q4 		$3.92M Sell
10,502
-5,646
-35% -$2.09M 0.14% 119
2025
Q3 		$5.9M Buy
16,148
+5,065
+46% +$1.78M 0.23% 91
2025
Q2 		$3.76M Buy
11,083
+10,416
+1,562% +$3.27M 0.17% 114
2025
Q1 		$205K Sell
667
-390
-37% -$126K 0.01% 651
2024
Q4 		$341K Buy
1,057
+533
+102% +$173K 0.02% 467
2024
Q3 		$165K Hold
524
– – 0.01% 622
2024
Q2 		$158K Sell
524
-45
-8% -$12.9K 0.01% 639
2024
Q1 		$157K Sell
569
-134
-19% -$36.7K 0.01% 568
2023
Q4 		$184K Sell
703
-46
-6% -$11.3K 0.02% 450
2023
Q3 		$176K Buy
749
+288
+62% +$70.5K 0.02% 426
2023
Q2 		$112K Sell
461
-30
-6% -$6.91K 0.01% 539
2023
Q1 		$111K Buy
491
+148
+43% +$32.6K 0.01% 510
2022
Q4 		$72.2K Buy
343
+196
+133% +$41.5K 0.01% 618
2022
Q3 		$29K Buy
147
+117
+390% +$25.7K 0.01% 781
2022
Q2 		$6K Buy
30
+14
+88% +$3.16K ﹤0.01% 1199
2022
Q1 		$4K Buy
+16
New +$3.95K ﹤0.01% 1338

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's IWB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 17% in Q2 2026, selling an estimated $615K and leaving 7,609 shares worth $3.12M. The position accounts for 0.1% of the portfolio, ranked #164.

EverSource Wealth Advisors first reported a position in IWB in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.9M in Q3 2025. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • EverSource Wealth Advisors held 7,609 shares of iShares Russell 1000 ETF worth $3.12M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,551 iShares Russell 1000 ETF shares in Q2 2026, an estimated $615K.
  • iShares Russell 1000 ETF made up 0.1% of EverSource Wealth Advisors's portfolio in Q2 2026, its #164 holding.
  • EverSource Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's iShares Russell 1000 ETF position peaked at $5.9M in Q3 2025.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.