Focus Partners Wealth
IWB icon

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

Focus Partners 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
Q1 		$689M Sell
1,932,956
-22,249
-1% -$8.29M 0.77% 25
2025
Q4 		$730M Buy
1,955,205
+215,456
+12% +$79.8M 0.83% 25
2025
Q3 		$636M Buy
1,739,749
+805,083
+86% +$284M 1.03% 18
2025
Q2 		$317M Buy
934,666
+17,081
+2% +$5.36M 0.69% 32
2025
Q1 		$281M Sell
917,585
-818
-0.1% -$264K 0.71% 32
2024
Q4 		$296M Buy
918,403
+165,129
+22% +$53.5M 0.77% 25
2024
Q3 		$237M Sell
753,274
-906,604
-55% -$275M 0.75% 23
2024
Q2 		$494M Buy
1,659,878
+886,227
+115% +$254M 1.66% 6
2024
Q1 		$223M Buy
773,651
+151,096
+24% +$41.4M 1.81% 8
2023
Q4 		$163M Buy
+622,555
New +$152M 2.14% 7

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
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Focus Partners Wealth's IWB Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 1.1% in Q1 2026, selling an estimated $8.29M and leaving 1,932,956 shares worth $689M. The position accounts for 0.77% of the portfolio, ranked #25.

Focus Partners Wealth first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $730M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Focus Partners Wealth held 1,932,956 shares of iShares Russell 1000 ETF worth $689M as of Q1 2026.
  • Focus Partners Wealth sold 22,249 iShares Russell 1000 ETF shares in Q1 2026, an estimated $8.29M.
  • iShares Russell 1000 ETF made up 0.77% of Focus Partners Wealth's portfolio in Q1 2026, its #25 holding.
  • Focus Partners Wealth first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's iShares Russell 1000 ETF position peaked at $730M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.