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Foster & Motley’s iShares Russell 1000 ETF IWB Stock Holding History

Foster & Motley’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 		$370K Sell
1,037
-1
-0.1% -$373 0.02% 333
2025
Q4 		$388K Buy
1,038
+2
+0.2% +$741 0.02% 321
2025
Q3 		$379K Hold
1,036
– – 0.02% 321
2025
Q2 		$352K Sell
1,036
-4
-0.4% -$1.26K 0.02% 327
2025
Q1 		$319K Sell
1,040
-25
-2% -$8.08K 0.02% 325
2024
Q4 		$343K Sell
1,065
-105
-9% -$34K 0.02% 318
2024
Q3 		$368K Sell
1,170
-21
-2% -$6.36K 0.02% 313
2024
Q2 		$354K Sell
1,191
-67
-5% -$19.2K 0.02% 307
2024
Q1 		$362K Buy
1,258
+1
+0.1% +$274 0.02% 295
2023
Q4 		$330K Buy
1,257
+4
+0.3% +$979 0.02% 310
2023
Q3 		$294K Sell
1,253
-87
-6% -$21.3K 0.02% 323
2023
Q2 		$327K Sell
1,340
-233
-15% -$53.7K 0.03% 325
2023
Q1 		$354K Sell
1,573
-41
-3% -$9.02K 0.03% 314
2022
Q4 		$340K Sell
1,614
-8
-0.5% -$1.69K 0.03% 311
2022
Q3 		$320K Sell
1,622
-114
-7% -$25K 0.03% 294
2022
Q2 		$361K Buy
1,736
+1
+0.1% +$226 0.03% 285
2022
Q1 		$434K Sell
1,735
-40
-2% -$9.88K 0.03% 274
2021
Q4 		$469K Buy
1,775
+3
+0.2% +$772 0.04% 257
2021
Q3 		$428K Hold
1,772
– – 0.04% 251
2021
Q2 		$429K Sell
1,772
-81
-4% -$19.1K 0.04% 249
2021
Q1 		$415K Sell
1,853
-46
-2% -$10.1K 0.03% 238
2020
Q4 		$402K Buy
1,899
+2
+0.1% +$399 0.04% 226
2020
Q3 		$355K Buy
1,897
+1
+0.1% +$185 0.04% 216
2020
Q2 		$325K Buy
+1,896
New +$307K 0.04% 218

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 & Motley's IWB Position: Q1 2026 in Review

Foster & Motley reduced its iShares Russell 1000 ETF (IWB) stake by 0.1% in Q1 2026, selling an estimated $373 and leaving 1,037 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #333.

Foster & Motley first reported a position in IWB in Q2 2020 and has held it in 24 quarters since. The position peaked at $469K in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Foster & Motley held 1,037 shares of iShares Russell 1000 ETF worth $370K as of Q1 2026.
  • Foster & Motley sold 1 iShares Russell 1000 ETF share in Q1 2026, an estimated $373.
  • iShares Russell 1000 ETF made up 0.02% of Foster & Motley's portfolio in Q1 2026, its #333 holding.
  • Foster & Motley first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 24 quarters since.
  • Foster & Motley's iShares Russell 1000 ETF position peaked at $469K in Q4 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.