Financial Engines Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Financial Engines 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	$5.1M	Sell	14,308 -804	-5%	-$300K	0.01%	140
2025 Q4	$5.64M	Sell	15,112 -686	-4%	-$254K	0.01%	142
2025 Q3	$5.77M	Buy	15,798 +137	+0.9%	+$48.3K	0.01%	140
2025 Q2	$5.32M	Sell	15,661 -5,515	-26%	-$1.73M	0.01%	140
2025 Q1	$6.5M	Sell	21,176 -319	-1%	-$103K	0.01%	116
2024 Q4	$6.92M	Buy	21,495 +4,016	+23%	+$1.3M	0.01%	114
2024 Q3	$5.5M	Sell	17,479 -947	-5%	-$287K	0.01%	118
2024 Q2	$5.48M	Buy	18,426 +3,671	+25%	+$1.05M	0.01%	114
2024 Q1	$4.25M	Sell	14,755 -2,261	-13%	-$620K	0.01%	120
2023 Q4	$4.46M	Sell	17,016 -9,644	-36%	-$2.36M	0.01%	107
2023 Q3	$6.29M	Sell	26,660 -1,288	-5%	-$315K	0.02%	82
2023 Q2	$6.81M	Sell	27,948 -833	-3%	-$192K	0.02%	83
2023 Q1	$6.48M	Sell	28,781 -40,092	-58%	-$8.82M	0.02%	85
2022 Q4	$14.5M	Buy	68,873 +27,460	+66%	+$5.81M	0.04%	74
2022 Q3	$8.17M	Buy	41,413 +19,725	+91%	+$4.33M	0.03%	81
2022 Q2	$4.5M	Buy	21,688 +14,428	+199%	+$3.26M	0.01%	88
2022 Q1	$1.82M	Buy	7,260 +3,445	+90%	+$851K	﹤0.01%	120
2021 Q4	$1.01M	Sell	3,815 -731	-16%	-$188K	﹤0.01%	122
2021 Q3	$1.1M	Buy	4,546 +91	+2%	+$22.6K	﹤0.01%	106
2021 Q2	$1.08M	Sell	4,455 -406	-8%	-$95.7K	﹤0.01%	96
2021 Q1	$1.09M	Buy	4,861 +571	+13%	+$125K	﹤0.01%	110
2020 Q4	$909K	Sell	4,290 -499	-10%	-$99.6K	﹤0.01%	118
2020 Q3	$896K	Sell	4,789 -56	-1%	-$10.3K	﹤0.01%	117
2020 Q2	$832K	Sell	4,845 -12,404	-72%	-$2.01M	﹤0.01%	110
2020 Q1	$2.44M	Buy	+17,249	New	+$2.92M	0.01%	75

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 Engines Advisors's IWB Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 5.3% in Q1 2026, selling an estimated $300K and leaving 14,308 shares worth $5.1M. The position accounts for 0.01% of the portfolio, ranked #140.

Financial Engines Advisors first reported a position in IWB in Q1 2020 and has held it in 25 quarters since. The position peaked at $14.5M in Q4 2022. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Financial Engines Advisors held 14,308 shares of iShares Russell 1000 ETF worth $5.1M as of Q1 2026.
Financial Engines Advisors sold 804 iShares Russell 1000 ETF shares in Q1 2026, an estimated $300K.
iShares Russell 1000 ETF made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #140 holding.
Financial Engines Advisors first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 25 quarters since.
Financial Engines Advisors's iShares Russell 1000 ETF position peaked at $14.5M in Q4 2022.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.