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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
Q2 		$3.35M Buy
8,175
+17
+0.2% +$6.74K 0.03% 265
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

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

Focus Partners Advisor Solutions's IWB Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares Russell 1000 ETF (IWB) stake by 0.21% in Q2 2026, buying an estimated $6.74K and bringing the position to 8,175 shares worth $3.35M. The position accounts for 0.03% of the portfolio, ranked #265.

Focus Partners Advisor Solutions first reported a position in IWB in Q1 2022 and has held it in 18 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Focus Partners Advisor Solutions held 8,175 shares of iShares Russell 1000 ETF worth $3.35M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 17 iShares Russell 1000 ETF shares in Q2 2026, an estimated $6.74K.
  • iShares Russell 1000 ETF made up 0.03% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #265 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.