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Flagship Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Flagship Private Wealth’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 		$570K Sell
1,392
-5
-0.4% -$1.98K 0.2% 69
2026
Q1 		$498K Buy
1,397
+1
+0.1% +$373 0.2% 68
2025
Q4 		$521K Buy
1,396
+29
+2% +$10.7K 0.2% 66
2025
Q3 		$500K Sell
1,367
-287
-17% -$101K 0.2% 64
2025
Q2 		$562K Buy
1,654
+2
+0.1% +$628 0.24% 57
2025
Q1 		$507K Buy
1,652
+3
+0.2% +$970 0.24% 58
2024
Q4 		$531K Sell
1,649
-3
-0.2% -$972 0.26% 59
2024
Q3 		$519K Buy
1,652
+3
+0.2% +$909 0.27% 60
2024
Q2 		$491K Buy
1,649
+2
+0.1% +$574 0.29% 56
2024
Q1 		$474K Sell
1,647
-8
-0.5% -$2.19K 0.31% 56
2023
Q4 		$434K Buy
1,655
+6
+0.4% +$1.47K 0.33% 52
2023
Q3 		$387K Buy
1,649
+39
+2% +$9.55K 0.34% 52
2023
Q2 		$393K Buy
1,610
+2
+0.1% +$461 0.33% 53
2023
Q1 		$362K Buy
1,608
+3
+0.2% +$660 0.32% 54
2022
Q4 		$338K Buy
1,605
+7
+0.4% +$1.48K 0.32% 50
2022
Q3 		$315K Hold
1,598
– – 0.33% 52
2022
Q2 		$332K Buy
1,598
+3
+0.2% +$678 0.32% 53
2022
Q1 		$399K Buy
1,595
+36
+2% +$8.89K 0.33% 52
2021
Q4 		$412K Buy
1,559
+2
+0.1% +$515 0.3% 50
2021
Q3 		$376K Buy
1,557
+2
+0.1% +$497 0.3% 54
2021
Q2 		$381K Buy
1,555
+2
+0.1% +$471 0.29% 52
2021
Q1 		$357K Buy
1,553
+1
+0.1% +$219 0.3% 55
2020
Q4 		$329K Buy
+1,552
New +$310K 0.31% 50

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 29.2% 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
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

Flagship Private Wealth's IWB Position: Q2 2026 in Review

Flagship Private Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 0.36% in Q2 2026, selling an estimated $1.98K and leaving 1,392 shares worth $570K. The position accounts for 0.2% of the portfolio, ranked #69.

Flagship Private Wealth first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Flagship Private Wealth held 1,392 shares of iShares Russell 1000 ETF worth $570K as of Q2 2026.
  • Flagship Private Wealth sold 5 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.98K.
  • iShares Russell 1000 ETF made up 0.2% of Flagship Private Wealth's portfolio in Q2 2026, its #69 holding.
  • Flagship Private Wealth first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.