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Financial Services Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

Financial Services Advisory’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 		$3.64M Sell
10,212
-431
-4% -$161K 1.73% 16
2025
Q4 		$3.97M Sell
10,643
-66
-0.6% -$24.4K 1.43% 17
2025
Q3 		$3.91M Sell
10,709
-528
-5% -$186K 1.51% 18
2025
Q2 		$3.82M Sell
11,237
-135
-1% -$42.4K 1.84% 15
2025
Q1 		$3.49M Sell
11,372
-47,821
-81% -$15.5M 1.32% 17
2024
Q4 		$19.1M Buy
59,193
+1,756
+3% +$569K 4.47% 9
2024
Q3 		$18.1M Buy
57,437
+834
+1% +$253K 4.37% 9
2024
Q2 		$16.8M Buy
56,603
+388
+0.7% +$111K 4.61% 7
2024
Q1 		$16.2M Buy
56,215
+395
+0.7% +$108K 4.03% 9
2023
Q4 		$14.6M Buy
+55,820
New +$13.7M 4.19% 7
2022
Q1 		– Sell
-4,803
Closed -$883K – 32
2021
Q4 		$883K Buy
4,803
+1,397
+41% +$360K 0.28% 34
2021
Q3 		$823K Sell
3,406
-137
-4% -$34.1K 0.28% 34
2021
Q2 		$858K Buy
3,543
+435
+14% +$102K 0.37% 31
2021
Q1 		$696K Sell
3,108
-1,765
-36% -$386K 0.32% 25
2020
Q4 		$1.03M Buy
4,873
+5
+0.1% +$998 0.4% 22
2020
Q3 		$911K Sell
4,868
-51,648
-91% -$9.54M 0.66% 12
2020
Q2 		$9.7M Buy
+56,516
New +$9.14M 4.92% 10

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

Financial Services Advisory's IWB Position: Q1 2026 in Review

Financial Services Advisory reduced its iShares Russell 1000 ETF (IWB) stake by 4% in Q1 2026, selling an estimated $161K and leaving 10,212 shares worth $3.64M. The position accounts for 1.73% of the portfolio, ranked #16.

Financial Services Advisory first reported a position in IWB in Q2 2020 and has held it in 17 quarters since. The position peaked at $19.1M in Q4 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Financial Services Advisory held 10,212 shares of iShares Russell 1000 ETF worth $3.64M as of Q1 2026.
  • Financial Services Advisory sold 431 iShares Russell 1000 ETF shares in Q1 2026, an estimated $161K.
  • iShares Russell 1000 ETF made up 1.73% of Financial Services Advisory's portfolio in Q1 2026, its #16 holding.
  • Financial Services Advisory first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 17 quarters since.
  • Financial Services Advisory's iShares Russell 1000 ETF position peaked at $19.1M in Q4 2024.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Financial Services Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.