Facet Wealth Inc’s iShares Russell 1000 ETF IWB Stock Holding History

Facet Wealth 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	$1.23M	Buy	3,454 +50	+1%	+$18.6K	0.02%	93
2025 Q4	$1.3M	Buy	3,404 +649	+24%	+$240K	0.02%	88
2025 Q3	$1.01M	Sell	2,755 -2	-0.1%	-$704	0.02%	84
2025 Q2	$958K	Buy	2,757 +242	+10%	+$76K	0.02%	75
2025 Q1	$778K	Sell	2,515 -252	-9%	-$81.5K	0.02%	72
2024 Q4	$917K	Sell	2,767 -296	-10%	-$95.9K	0.02%	66
2024 Q3	$960K	Buy	3,063 +16	+0.5%	+$4.85K	0.03%	65
2024 Q2	$907K	Sell	3,047 -404	-12%	-$116K	0.03%	65
2024 Q1	$981K	Buy	3,451 +814	+31%	+$223K	0.03%	55
2023 Q4	$716K	Buy	2,637 +1,298	+97%	+$318K	0.03%	61
2023 Q3	$307K	Sell	1,339 -560	-29%	-$137K	0.02%	74
2023 Q2	$471K	Buy	+1,899	New	+$437K	0.02%	64
2022 Q1	–	Sell	-907	Closed	-$240K	–	70
2021 Q4	$240K	Sell	907 -10	-1%	-$2.57K	0.02%	67
2021 Q3	$222K	Buy	+917	New	+$228K	0.03%	56

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

Facet Wealth Inc's IWB Position: Q1 2026 in Review

Facet Wealth Inc increased its iShares Russell 1000 ETF (IWB) stake by 1.5% in Q1 2026, buying an estimated $18.6K and bringing the position to 3,454 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #93.

Facet Wealth Inc first reported a position in IWB in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.3M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Facet Wealth Inc held 3,454 shares of iShares Russell 1000 ETF worth $1.23M as of Q1 2026.
Facet Wealth Inc bought 50 iShares Russell 1000 ETF shares in Q1 2026, an estimated $18.6K.
iShares Russell 1000 ETF made up 0.02% of Facet Wealth Inc's portfolio in Q1 2026, its #93 holding.
Facet Wealth Inc first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 14 quarters since.
Facet Wealth Inc's iShares Russell 1000 ETF position peaked at $1.3M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.