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Fiducient Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Fiducient 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 		$7.82M Sell
19,102
-908
-5% -$360K 1.12% 18
2026
Q1 		$7.13M Buy
20,010
+15
+0.1% +$5.59K 0.93% 27
2025
Q4 		$7.47M Sell
19,995
-20,876
-51% -$7.73M 0.93% 27
2025
Q3 		$14.9M Sell
40,871
-2,480
-6% -$874K 1.75% 19
2025
Q2 		$14.7M Buy
43,351
+1,915
+5% +$601K 1.8% 17
2025
Q1 		$12.7M Buy
41,436
+6,514
+19% +$2.11M 1.59% 16
2024
Q4 		$11.3M Sell
34,922
-6,326
-15% -$2.05M 1.39% 19
2024
Q3 		$13M Sell
41,248
-271
-0.7% -$82.1K 1.5% 18
2024
Q2 		$12.4M Buy
41,519
+25,215
+155% +$7.24M 1.71% 16
2024
Q1 		$4.7M Sell
16,304
-1,144
-7% -$314K 0.93% 20
2023
Q4 		$4.58M Buy
17,448
+16,233
+1,336% +$3.97M 0.86% 18
2023
Q3 		$287K Sell
1,215
-387
-24% -$94.7K 0.02% 93
2023
Q2 		$391K Buy
1,602
+390
+32% +$89.8K 0.12% 40
2023
Q1 		$273K Buy
1,212
+5
+0.4% +$1.1K 0.09% 42
2022
Q4 		$254K Buy
+1,207
New +$256K 0.07% 158
2018
Q1 		– Sell
-4,589
Closed -$682K – 20
2017
Q4 		$682K Buy
+4,589
New +$665K 0.43% 8

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 29.18% 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

Fiducient Advisors's IWB Position: Q2 2026 in Review

Fiducient Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 4.5% in Q2 2026, selling an estimated $360K and leaving 19,102 shares worth $7.82M. The position accounts for 1.12% of the portfolio, ranked #18.

Fiducient Advisors first reported a position in IWB in Q4 2017 and has held it in 16 quarters since. The position peaked at $14.9M in Q3 2025. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Fiducient Advisors held 19,102 shares of iShares Russell 1000 ETF worth $7.82M as of Q2 2026.
  • Fiducient Advisors sold 908 iShares Russell 1000 ETF shares in Q2 2026, an estimated $360K.
  • iShares Russell 1000 ETF made up 1.12% of Fiducient Advisors's portfolio in Q2 2026, its #18 holding.
  • Fiducient Advisors first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 16 quarters since.
  • Fiducient Advisors's iShares Russell 1000 ETF position peaked at $14.9M in Q3 2025.
  • 1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.