Greenspring Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Greenspring 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 Q2	$1.93M	Sell	4,722 -50	-1%	-$19.8K	0.11%	97
2026 Q1	$1.7M	Sell	4,772 -28	-0.6%	-$10.4K	0.1%	94
2025 Q4	$1.79M	Buy	+4,800	New	+$1.78M	0.11%	90
2024 Q3	–	Sell	-854	Closed	-$254K	–	98
2024 Q2	$254K	Hold	854	–	–	0.06%	60
2024 Q1	$246K	Hold	854	–	–	0.06%	63
2023 Q4	$224K	Hold	854	–	–	0.06%	65
2023 Q3	$201K	Hold	854	–	–	0.06%	72
2023 Q2	$208K	Sell	854 -906	-51%	-$209K	0.06%	70
2023 Q1	$396K	Hold	1,760	–	–	0.09%	84
2022 Q4	$371K	Sell	1,760 -607	-26%	-$128K	0.1%	74
2022 Q3	$467K	Sell	2,367 -90	-4%	-$19.7K	0.14%	64
2022 Q2	$511K	Hold	2,457	–	–	0.15%	59
2022 Q1	$614K	Sell	2,457 -77	-3%	-$19K	0.16%	52
2021 Q4	$670K	Buy	+2,534	New	+$652K	0.17%	46

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Greenspring Advisors's IWB Position: Q2 2026 in Review

Greenspring Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 1% in Q2 2026, selling an estimated $19.8K and leaving 4,722 shares worth $1.93M. The position accounts for 0.11% of the portfolio, ranked #97.

Greenspring Advisors first reported a position in IWB in Q4 2021 and has held it in 14 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Greenspring Advisors held 4,722 shares of iShares Russell 1000 ETF worth $1.93M as of Q2 2026.
Greenspring Advisors sold 50 iShares Russell 1000 ETF shares in Q2 2026, an estimated $19.8K.
iShares Russell 1000 ETF made up 0.11% of Greenspring Advisors's portfolio in Q2 2026, its #97 holding.
Greenspring Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 14 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.