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Family Office Research’s iShares Russell 1000 ETF IWB Stock Holding History

Family Office Research’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 		$277K Buy
776
+2
+0.3% +$745 0.12% 61
2025
Q4 		$292K Buy
774
+1
+0.1% +$370 0.12% 63
2025
Q3 		$283K Buy
773
+1
+0.1% +$352 0.12% 63
2025
Q2 		$262K Buy
772
+1
+0.1% +$314 0.12% 63
2025
Q1 		$237K Buy
771
+1
+0.1% +$323 0.12% 65
2024
Q4 		$248K Buy
+770
New +$249K 0.11% 64

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Family Office Research's IWB Position: Q1 2026 in Review

Family Office Research increased its iShares Russell 1000 ETF (IWB) stake by 0.26% in Q1 2026, buying an estimated $745 and bringing the position to 776 shares worth $277K. The position accounts for 0.12% of the portfolio, ranked #61.

Family Office Research first reported a position in IWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $292K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Family Office Research held 776 shares of iShares Russell 1000 ETF worth $277K as of Q1 2026.
  • Family Office Research bought 2 iShares Russell 1000 ETF shares in Q1 2026, an estimated $745.
  • iShares Russell 1000 ETF made up 0.12% of Family Office Research's portfolio in Q1 2026, its #61 holding.
  • Family Office Research first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
  • Family Office Research's iShares Russell 1000 ETF position peaked at $292K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Family Office Research's 13F filing for Q1 2026, filed 13 May 2026.