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Foundations Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Foundations Investment Advisors’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 		$2.09M Buy
5,854
+427
+8% +$159K 0.03% 369
2025
Q4 		$2.03M Sell
5,427
-34
-0.6% -$12.6K 0.03% 346
2025
Q3 		$2M Buy
5,461
+454
+9% +$160K 0.03% 317
2025
Q2 		$1.7M Buy
5,007
+133
+3% +$41.7K 0.03% 331
2025
Q1 		$1.49M Buy
4,874
+569
+13% +$184K 0.03% 331
2024
Q4 		$1.39M Buy
4,305
+3,333
+343% +$1.08M 0.03% 349
2024
Q3 		$306K Buy
972
+94
+11% +$28.5K 0.01% 629
2024
Q2 		$261K Sell
878
-1,409
-62% -$405K 0.01% 639
2024
Q1 		$659K Sell
2,287
-275
-11% -$75.4K 0.02% 404
2023
Q4 		$690K Sell
2,562
-351
-12% -$85.9K 0.02% 371
2023
Q3 		$684K Buy
2,913
+673
+30% +$165K 0.02% 337
2023
Q2 		$546K Buy
2,240
+112
+5% +$25.8K 0.02% 347
2023
Q1 		$479K Sell
2,128
-177
-8% -$39K 0.02% 329
2022
Q4 		$485K Sell
2,305
-310
-12% -$65.6K 0.02% 279
2022
Q3 		$516K Sell
2,615
-273
-9% -$59.9K 0.02% 241
2022
Q2 		$610K Buy
2,888
+289
+11% +$65.3K 0.03% 199
2022
Q1 		$630K Buy
2,599
+273
+12% +$67.4K 0.02% 169
2021
Q4 		$608K Buy
2,326
+157
+7% +$40.4K 0.02% 177
2021
Q3 		$529K Buy
2,169
+39
+2% +$9.7K 0.02% 173
2021
Q2 		$524K Buy
2,130
+323
+18% +$76.1K 0.03% 162
2021
Q1 		$415K Buy
1,807
+299
+20% +$65.5K 0.02% 149
2020
Q4 		$326K Buy
1,508
+157
+12% +$31.3K 0.02% 137
2020
Q3 		$253K Buy
1,351
+107
+9% +$19.8K 0.06% 149
2020
Q2 		$216K Buy
+1,244
New +$201K 0.02% 156

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

Foundations Investment Advisors's IWB Position: Q1 2026 in Review

Foundations Investment Advisors increased its iShares Russell 1000 ETF (IWB) stake by 7.9% in Q1 2026, buying an estimated $159K and bringing the position to 5,854 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #369.

Foundations Investment Advisors first reported a position in IWB in Q2 2020 and has held it in 24 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Foundations Investment Advisors held 5,854 shares of iShares Russell 1000 ETF worth $2.09M as of Q1 2026.
  • Foundations Investment Advisors bought 427 iShares Russell 1000 ETF shares in Q1 2026, an estimated $159K.
  • iShares Russell 1000 ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q1 2026, its #369 holding.
  • Foundations Investment Advisors first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 24 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.