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
Q2 		$761M Sell
1,859,370
-73,586
-4% -$29.2M 0.78% 28
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

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 Wealth's IWB Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 3.8% in Q2 2026, selling an estimated $29.2M and leaving 1,859,370 shares worth $761M. The position accounts for 0.78% of the portfolio, ranked #28.

Focus Partners Wealth first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Focus Partners Wealth held 1,859,370 shares of iShares Russell 1000 ETF worth $761M as of Q2 2026.
  • Focus Partners Wealth sold 73,586 iShares Russell 1000 ETF shares in Q2 2026, an estimated $29.2M.
  • iShares Russell 1000 ETF made up 0.78% of Focus Partners Wealth's portfolio in Q2 2026, its #28 holding.
  • Focus Partners Wealth first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.