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FAS Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

FAS Wealth 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
Q1 		$573K Buy
1,606
+179
+13% +$66.7K 0.04% 215
2025
Q4 		$533K Buy
1,427
+8
+0.6% +$2.96K 0.03% 224
2025
Q3 		$518K Sell
1,419
-2
-0.1% -$704 0.04% 217
2025
Q2 		$483K Buy
1,421
+1
+0.1% +$314 0.04% 220
2025
Q1 		$436K Sell
1,420
-2
-0.1% -$647 0.04% 220
2024
Q4 		$458K Sell
1,422
-13
-0.9% -$4.21K 0.04% 219
2024
Q3 		$451K Buy
1,435
+1
+0.1% +$303 0.04% 219
2024
Q2 		$427K Hold
1,434
– – 0.04% 220
2024
Q1 		$413K Sell
1,434
-5
-0.3% -$1.37K 0.04% 227
2023
Q4 		$377K Sell
1,439
-24
-2% -$5.88K 0.04% 226
2023
Q3 		$344K Sell
1,463
-21
-1% -$5.14K 0.04% 219
2023
Q2 		$362K Buy
1,484
+2
+0.1% +$461 0.05% 197
2023
Q1 		$334K Buy
1,482
+5
+0.3% +$1.1K 0.04% 226
2022
Q4 		$311K Buy
1,477
+29
+2% +$6.14K 0.04% 237
2022
Q3 		$286K Sell
1,448
-11
-0.8% -$2.41K 0.03% 231
2022
Q2 		$303K Buy
1,459
+1
+0.1% +$226 0.03% 231
2022
Q1 		$365K Hold
1,458
– – 0.03% 211
2021
Q4 		$386K Sell
1,458
-15
-1% -$3.86K 0.04% 221
2021
Q3 		$356K Sell
1,473
-81
-5% -$20.1K 0.03% 214
2021
Q2 		$376K Hold
1,554
– – 0.04% 209
2021
Q1 		$348K Hold
1,554
– – 0.04% 204
2020
Q4 		$329K Sell
1,554
-7
-0.4% -$1.4K 0.04% 199
2020
Q3 		$292K Buy
1,561
+24
+2% +$4.43K 0.04% 202
2020
Q2 		$264K Hold
1,537
– – 0.04% 204
2020
Q1 		$218K Hold
1,537
– – 0.04% 201
2019
Q4 		$274K Hold
1,537
– – 0.05% 172
2019
Q3 		$253K Sell
1,537
-59
-4% -$9.68K 0.05% 177
2019
Q2 		$260K Hold
1,596
– – 0.05% 175
2019
Q1 		$251K Sell
1,596
-337
-17% -$50.9K 0.05% 175
2018
Q4 		$268K Buy
1,933
+105
+6% +$15.7K 0.06% 166
2018
Q3 		$296K Hold
1,828
– – 0.07% 154
2018
Q2 		$278K Hold
1,828
– – 0.07% 153
2018
Q1 		$268K Hold
1,828
– – 0.08% 152
2017
Q4 		$272K Hold
1,828
– – 0.07% 155
2017
Q3 		$256K Buy
+1,828
New +$251K 0.07% 153

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

FAS Wealth Partners's IWB Position: Q1 2026 in Review

FAS Wealth Partners increased its iShares Russell 1000 ETF (IWB) stake by 13% in Q1 2026, buying an estimated $66.7K and bringing the position to 1,606 shares worth $573K. The position accounts for 0.04% of the portfolio, ranked #215.

FAS Wealth Partners first reported a position in IWB in Q3 2017 and has held it in 35 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • FAS Wealth Partners held 1,606 shares of iShares Russell 1000 ETF worth $573K as of Q1 2026.
  • FAS Wealth Partners bought 179 iShares Russell 1000 ETF shares in Q1 2026, an estimated $66.7K.
  • iShares Russell 1000 ETF made up 0.04% of FAS Wealth Partners's portfolio in Q1 2026, its #215 holding.
  • FAS Wealth Partners first reported a position in iShares Russell 1000 ETF in Q3 2017 and has held it in 35 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.