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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
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

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

Fiducient Advisors's IWB Position: Q1 2026 in Review

Fiducient Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.08% in Q1 2026, buying an estimated $5.59K and bringing the position to 20,010 shares worth $7.13M. The position accounts for 0.93% of the portfolio, ranked #27.

Fiducient Advisors first reported a position in IWB in Q4 2017 and has held it in 15 quarters since. The position peaked at $14.9M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Fiducient Advisors held 20,010 shares of iShares Russell 1000 ETF worth $7.13M as of Q1 2026.
  • Fiducient Advisors bought 15 iShares Russell 1000 ETF shares in Q1 2026, an estimated $5.59K.
  • iShares Russell 1000 ETF made up 0.93% of Fiducient Advisors's portfolio in Q1 2026, its #27 holding.
  • Fiducient Advisors first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 15 quarters since.
  • Fiducient Advisors's iShares Russell 1000 ETF position peaked at $14.9M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.