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Guardian Wealth Advisors (North Carolina)’s iShares Russell 1000 ETF IWB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$3.58M Buy
10,031
+227
+2% +$84.6K 0.23% 65
2025
Q4 		$3.66M Sell
9,804
-127
-1% -$47K 0.23% 60
2025
Q3 		$3.63M Sell
9,931
-2,585
-21% -$910K 0.24% 63
2025
Q2 		$4.25M Buy
12,516
+3,227
+35% +$1.01M 0.3% 51
2025
Q1 		$2.85M Sell
9,289
-3
-0% -$970 0.23% 66
2024
Q4 		$2.99M Sell
9,292
-40
-0.4% -$13K 0.24% 62
2024
Q3 		$2.93M Buy
9,332
+224
+2% +$67.8K 0.31% 45
2024
Q2 		$2.71M Sell
9,108
-799
-8% -$229K 0.32% 42
2024
Q1 		$2.85M Buy
9,907
+417
+4% +$114K 0.35% 42
2023
Q4 		$2.49M Buy
9,490
+288
+3% +$70.5K 0.38% 41
2023
Q3 		$2.17M Buy
9,202
+106
+1% +$25.9K 0.37% 43
2023
Q2 		$2.22M Buy
9,096
+1,727
+23% +$398K 0.38% 32
2023
Q1 		$1.66M Buy
7,369
+6
+0.1% +$1.32K 0.29% 45
2022
Q4 		$1.55M Sell
7,363
-66
-0.9% -$14K 0.3% 43
2022
Q3 		$1.47M Sell
7,429
-34
-0.5% -$7.46K 0.27% 44
2022
Q2 		$1.55M Buy
7,463
+819
+12% +$185K 0.28% 41
2022
Q1 		$1.66M Sell
6,644
-2,183
-25% -$539K 0.72% 27
2021
Q4 		$2.33M Buy
+8,827
New +$2.27M 1% 21

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

Guardian Wealth Advisors (North Carolina)'s IWB Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its iShares Russell 1000 ETF (IWB) stake by 2.3% in Q1 2026, buying an estimated $84.6K and bringing the position to 10,031 shares worth $3.58M. The position accounts for 0.23% of the portfolio, ranked #65.

Guardian Wealth Advisors (North Carolina) first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.25M in Q2 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 10,031 shares of iShares Russell 1000 ETF worth $3.58M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 227 iShares Russell 1000 ETF shares in Q1 2026, an estimated $84.6K.
  • iShares Russell 1000 ETF made up 0.23% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #65 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s iShares Russell 1000 ETF position peaked at $4.25M in Q2 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.