Greenhouse Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Greenhouse Wealth Management’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	$294K	Buy	824 +1	+0.1%	+$373	0.18%	45
2025 Q4	$307K	Buy	823 +2	+0.2%	+$741	0.18%	45
2025 Q3	$300K	Sell	821 -7	-0.8%	-$2.47K	0.18%	46
2025 Q2	$281K	Buy	828 +1	+0.1%	+$314	0.18%	45
2025 Q1	$254K	Buy	827 +2	+0.2%	+$647	0.19%	43
2024 Q4	$266K	Buy	825 +1	+0.1%	+$324	0.18%	48
2024 Q3	$259K	Sell	824 -288	-26%	-$87.2K	0.17%	48
2024 Q2	$331K	Sell	1,112 -16	-1%	-$4.59K	0.24%	39
2024 Q1	$325K	Buy	1,128 +2	+0.2%	+$548	0.24%	40
2023 Q4	$295K	Buy	1,126 +4	+0.4%	+$979	0.24%	43
2023 Q3	$264K	Hold	1,122	–	–	0.24%	42
2023 Q2	$273K	Buy	1,122 +1	+0.1%	+$230	0.24%	42
2023 Q1	$252K	Buy	1,121 +2	+0.2%	+$440	0.24%	43
2022 Q4	$235K	Buy	1,119 +5	+0.4%	+$1.06K	0.24%	43
2022 Q3	$220K	Hold	1,114	–	–	0.24%	43
2022 Q2	$231K	Buy	1,114 +2	+0.2%	+$452	0.25%	43
2022 Q1	$278K	Buy	1,112 +1	+0.1%	+$247	0.26%	39
2021 Q4	$294K	Buy	1,111 +6	+0.5%	+$1.54K	0.26%	39
2021 Q3	$267K	Hold	1,105	–	–	0.25%	39
2021 Q2	$268K	Buy	1,105 +4	+0.4%	+$942	0.25%	39
2021 Q1	$246K	Hold	1,101	–	–	0.24%	41
2020 Q4	$233K	Buy	+1,101	New	+$220K	0.23%	43

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

Greenhouse Wealth Management's IWB Position: Q1 2026 in Review

Greenhouse Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.12% in Q1 2026, buying an estimated $373 and bringing the position to 824 shares worth $294K. The position accounts for 0.18% of the portfolio, ranked #45.

Greenhouse Wealth Management first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. The position peaked at $331K in Q2 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Greenhouse Wealth Management held 824 shares of iShares Russell 1000 ETF worth $294K as of Q1 2026.
Greenhouse Wealth Management bought 1 iShares Russell 1000 ETF share in Q1 2026, an estimated $373.
iShares Russell 1000 ETF made up 0.18% of Greenhouse Wealth Management's portfolio in Q1 2026, its #45 holding.
Greenhouse Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
Greenhouse Wealth Management's iShares Russell 1000 ETF position peaked at $331K in Q2 2024.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.