Foster Group’s iShares Russell 1000 ETF IWB Stock Holding History

Foster Group’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	–	Sell	-1,012	Closed	-$378K	–	300
2025 Q4	$378K	Buy	+1,012	New	+$375K	0.01%	181

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Foster Group's IWB Position: Q1 2026 in Review

Foster Group sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 1,012 shares — an estimated $378K sold.

Foster Group first reported a position in IWB in Q4 2025 and held it in 1 quarter. The position peaked at $378K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Foster Group reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
Foster Group sold 1,012 iShares Russell 1000 ETF shares in Q1 2026, an estimated $378K.
Foster Group first reported a position in iShares Russell 1000 ETF in Q4 2025 and held it in 1 quarter.
Foster Group's iShares Russell 1000 ETF position peaked at $378K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Foster Group's 13F filing for Q1 2026, filed 13 Apr 2026.