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Focus Partners Advisor Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Focus Partners Advisor Solutions’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 		$2.91M Buy
8,158
+3,979
+95% +$1.48M 0.03% 275
2025
Q4 		$1.56M Sell
4,179
-765
-15% -$283K 0.02% 371
2025
Q3 		$1.83M Buy
4,944
+576
+13% +$203K 0.02% 362
2025
Q2 		$1.48M Sell
4,368
-191
-4% -$60K 0.02% 340
2025
Q1 		$1.4M Buy
4,559
+231
+5% +$74.7K 0.02% 313
2024
Q4 		$1.39M Sell
4,328
-13
-0.3% -$4.21K 0.02% 281
2024
Q3 		$1.37M Sell
4,341
-432
-9% -$131K 0.03% 243
2024
Q2 		$1.42M Buy
4,773
+5
+0.1% +$1.44K 0.04% 200
2024
Q1 		$1.37M Buy
4,768
+1,048
+28% +$287K 0.04% 200
2023
Q4 		$976K Buy
3,720
+24
+0.6% +$5.88K 0.05% 171
2023
Q3 		$868K Buy
3,696
+497
+16% +$122K 0.04% 182
2023
Q2 		$780K Buy
3,199
+6
+0.2% +$1.38K 0.04% 161
2023
Q1 		$719K Buy
3,193
+675
+27% +$149K 0.05% 160
2022
Q4 		$530K Buy
2,518
+232
+10% +$49.1K 0.04% 184
2022
Q3 		$451K Buy
2,286
+47
+2% +$10.3K 0.03% 239
2022
Q2 		$465K Buy
2,239
+369
+20% +$83.4K 0.04% 195
2022
Q1 		$467K Buy
+1,870
New +$462K 0.05% 182

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

Focus Partners Advisor Solutions's IWB Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its iShares Russell 1000 ETF (IWB) stake by 95% in Q1 2026, buying an estimated $1.48M and bringing the position to 8,158 shares worth $2.91M. The position accounts for 0.03% of the portfolio, ranked #275.

Focus Partners Advisor Solutions first reported a position in IWB in Q1 2022 and has held it in 17 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Focus Partners Advisor Solutions held 8,158 shares of iShares Russell 1000 ETF worth $2.91M as of Q1 2026.
  • Focus Partners Advisor Solutions bought 3,979 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.48M.
  • iShares Russell 1000 ETF made up 0.03% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #275 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.