FIT
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Financially in Tune’s iShares Russell 1000 ETF IWB Stock Holding History

Financially in Tune’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 		$1.05M Sell
2,946
-144
-5% -$53.7K 0.9% 26
2025
Q4 		$1.15M Buy
+3,090
New +$1.14M 1.08% 24

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 29.2% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Financially in Tune's IWB Position: Q1 2026 in Review

Financially in Tune reduced its iShares Russell 1000 ETF (IWB) stake by 4.7% in Q1 2026, selling an estimated $53.7K and leaving 2,946 shares worth $1.05M. The position accounts for 0.9% of the portfolio, ranked #26.

Financially in Tune first reported a position in IWB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.15M in Q4 2025. 1,470 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Financially in Tune held 2,946 shares of iShares Russell 1000 ETF worth $1.05M as of Q1 2026.
  • Financially in Tune sold 144 iShares Russell 1000 ETF shares in Q1 2026, an estimated $53.7K.
  • iShares Russell 1000 ETF made up 0.9% of Financially in Tune's portfolio in Q1 2026, its #26 holding.
  • Financially in Tune first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 2 quarters since.
  • Financially in Tune's iShares Russell 1000 ETF position peaked at $1.15M in Q4 2025.
  • 1,470 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.