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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
Q2 		$337K Sell
823
-1
-0.1% -$396 0.24% 36
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Greenhouse Wealth Management's IWB Position: Q2 2026 in Review

Greenhouse Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.12% in Q2 2026, selling an estimated $396 and leaving 823 shares worth $337K. The position accounts for 0.24% of the portfolio, ranked #36.

Greenhouse Wealth Management first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Greenhouse Wealth Management held 823 shares of iShares Russell 1000 ETF worth $337K as of Q2 2026.
  • Greenhouse Wealth Management sold 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
  • iShares Russell 1000 ETF made up 0.24% of Greenhouse Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Greenhouse Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Greenhouse Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.