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Goldstone Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Goldstone Financial 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 		$273K Buy
765
+15
+2% +$5.59K 0.03% 202
2025
Q4 		$280K Hold
750
– – 0.03% 198
2025
Q3 		$274K Hold
750
– – 0.03% 191
2025
Q2 		$258K Buy
+750
New +$235K 0.03% 184

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

Goldstone Financial Group's IWB Position: Q1 2026 in Review

Goldstone Financial Group increased its iShares Russell 1000 ETF (IWB) stake by 2% in Q1 2026, buying an estimated $5.59K and bringing the position to 765 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #202.

Goldstone Financial Group first reported a position in IWB in Q2 2025 and has held it in 4 quarters since. The position peaked at $280K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Goldstone Financial Group held 765 shares of iShares Russell 1000 ETF worth $273K as of Q1 2026.
  • Goldstone Financial Group bought 15 iShares Russell 1000 ETF shares in Q1 2026, an estimated $5.59K.
  • iShares Russell 1000 ETF made up 0.03% of Goldstone Financial Group's portfolio in Q1 2026, its #202 holding.
  • Goldstone Financial Group first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • Goldstone Financial Group's iShares Russell 1000 ETF position peaked at $280K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.