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Foster Dykema Cabot & Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Foster Dykema Cabot & Partners’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 		$22.8K Sell
64
-67
-51% -$25K ﹤0.01% 225
2025
Q4 		$48.9K Hold
131
– – ﹤0.01% 188
2025
Q3 		$47.9K Buy
+131
New +$46.1K ﹤0.01% 215

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

Foster Dykema Cabot & Partners's IWB Position: Q1 2026 in Review

Foster Dykema Cabot & Partners reduced its iShares Russell 1000 ETF (IWB) stake by 51% in Q1 2026, selling an estimated $25K and leaving 64 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Foster Dykema Cabot & Partners first reported a position in IWB in Q3 2025 and has held it in 3 quarters since. The position peaked at $48.9K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Foster Dykema Cabot & Partners held 64 shares of iShares Russell 1000 ETF worth $22.8K as of Q1 2026.
  • Foster Dykema Cabot & Partners sold 67 iShares Russell 1000 ETF shares in Q1 2026, an estimated $25K.
  • iShares Russell 1000 ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #225 holding.
  • Foster Dykema Cabot & Partners first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 3 quarters since.
  • Foster Dykema Cabot & Partners's iShares Russell 1000 ETF position peaked at $48.9K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.