Financial Connections Group’s iShares Russell 1000 ETF IWB Stock Holding History

Financial Connections Group’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	$207K	Hold	582	–	–	0.07%	68
2025 Q4	$217K	Sell	582 -140	-19%	-$51.9K	0.07%	66
2025 Q3	$263K	Hold	722	–	–	0.1%	59
2025 Q2	$245K	Hold	722	–	–	0.1%	50
2025 Q1	$221K	Buy	722 +140	+24%	+$45.3K	0.1%	53
2024 Q4	$187K	Hold	582	–	–	0.09%	54
2024 Q3	$182K	Hold	582	–	–	0.09%	51
2024 Q2	$173K	Buy	+582	New	+$167K	0.09%	52
2024 Q1	–	Sell	-582	Closed	-$152K	–	214
2023 Q4	$152K	Buy	+582	New	+$143K	0.1%	61
2023 Q3	–	Sell	-582	Closed	-$141K	–	177
2023 Q2	$141K	Hold	582	–	–	0.09%	68
2023 Q1	$131K	Hold	582	–	–	0.09%	58
2022 Q4	$122K	Hold	582	–	–	0.1%	61
2022 Q3	$114K	Hold	582	–	–	0.1%	56
2022 Q2	$120K	Hold	582	–	–	0.11%	66
2022 Q1	$145K	Hold	582	–	–	0.15%	61
2021 Q4	$153K	Buy	+582	New	+$150K	0.15%	61

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

Financial Connections Group's IWB Position: Q1 2026 in Review

Financial Connections Group held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 582 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #68.

Financial Connections Group first reported a position in IWB in Q4 2021 and has held it in 16 quarters since. The position peaked at $263K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Financial Connections Group held 582 shares of iShares Russell 1000 ETF worth $207K as of Q1 2026.
Financial Connections Group left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.07% of Financial Connections Group's portfolio in Q1 2026, its #68 holding.
Financial Connections Group first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's iShares Russell 1000 ETF position peaked at $263K in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.