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 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

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

Greenspring Advisors's IWB Position: Q1 2026 in Review

Greenspring Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.58% in Q1 2026, selling an estimated $10.4K and leaving 4,772 shares worth $1.7M. The position accounts for 0.1% of the portfolio, ranked #94.

Greenspring Advisors first reported a position in IWB in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.79M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Greenspring Advisors held 4,772 shares of iShares Russell 1000 ETF worth $1.7M as of Q1 2026.
Greenspring Advisors sold 28 iShares Russell 1000 ETF shares in Q1 2026, an estimated $10.4K.
iShares Russell 1000 ETF made up 0.1% of Greenspring Advisors's portfolio in Q1 2026, its #94 holding.
Greenspring Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 13 quarters since.
Greenspring Advisors's iShares Russell 1000 ETF position peaked at $1.79M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.