FWP
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Firethorn Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Firethorn Wealth Partners’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
Q2 		$1.01M Sell
2,470
-155
-6% -$61.4K 0.33% 69
2026
Q1 		$936K Sell
2,625
-63
-2% -$23.5K 0.34% 71
2025
Q4 		$1M Sell
2,688
-33
-1% -$12.2K 0.38% 65
2025
Q3 		$995K Sell
2,721
-23
-0.8% -$8.1K 0.39% 64
2025
Q2 		$932K Buy
2,744
+19
+0.7% +$5.96K 0.4% 56
2025
Q1 		$836K Buy
2,725
+282
+12% +$91.2K 0.4% 52
2024
Q4 		$787K Sell
2,443
-38
-2% -$12.3K 0.39% 55
2024
Q3 		$780K Sell
2,481
-51
-2% -$15.4K 0.4% 55
2024
Q2 		$753K Sell
2,532
-70
-3% -$20.1K 0.43% 50
2024
Q1 		$749K Sell
2,602
-198
-7% -$54.3K 0.44% 46
2023
Q4 		$734K Sell
2,800
-192
-6% -$47K 0.48% 45
2023
Q3 		$703K Sell
2,992
-27
-0.9% -$6.61K 0.54% 38
2023
Q2 		$736K Buy
3,019
+10
+0.3% +$2.3K 0.55% 37
2023
Q1 		$686K Buy
3,009
+157
+6% +$34.6K 0.54% 37
2022
Q4 		$600K Sell
2,852
-259
-8% -$54.8K 0.51% 45
2022
Q3 		$614K Sell
3,111
-15
-0.5% -$3.29K 0.57% 39
2022
Q2 		$708K Sell
3,126
-62
-2% -$14K 0.57% 38
2022
Q1 		$797K Sell
3,188
-46
-1% -$11.4K 0.6% 38
2021
Q4 		$855K Buy
+3,234
New +$832K 0.64% 36
2021
Q2 		$820K Sell
3,388
-128
-4% -$30.2K 0.69% 34
2021
Q1 		$787K Sell
3,516
-610
-15% -$134K 0.73% 31
2020
Q4 		$874K Buy
+4,126
New +$823K 0.94% 24

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 29.18% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Firethorn Wealth Partners's IWB Position: Q2 2026 in Review

Firethorn Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 5.9% in Q2 2026, selling an estimated $61.4K and leaving 2,470 shares worth $1.01M. The position accounts for 0.33% of the portfolio, ranked #69.

Firethorn Wealth Partners first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Firethorn Wealth Partners held 2,470 shares of iShares Russell 1000 ETF worth $1.01M as of Q2 2026.
  • Firethorn Wealth Partners sold 155 iShares Russell 1000 ETF shares in Q2 2026, an estimated $61.4K.
  • iShares Russell 1000 ETF made up 0.33% of Firethorn Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Firethorn Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.