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HORAN Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

HORAN Wealth’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 		$318K Buy
+850
New +$317K 0.03% 156
2025
Q4 		– Sell
-697
Closed -$255K – 192
2025
Q3 		$255K Buy
+697
New +$245K 0.04% 170

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

HORAN Wealth's IWB Position: Q1 2026 in Review

HORAN Wealth opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2026: 850 shares worth $318K. The stake represents 0.03% of the portfolio and ranks #156 among its holdings. This is a return to the name: HORAN Wealth previously reported a position in IWB as recently as Q3 2025.

HORAN Wealth first reported a position in IWB in Q3 2025 and has held it in 2 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • HORAN Wealth held 850 shares of iShares Russell 1000 ETF worth $318K as of Q1 2026.
  • iShares Russell 1000 ETF was a new HORAN Wealth position in Q1 2026.
  • iShares Russell 1000 ETF made up 0.03% of HORAN Wealth's portfolio in Q1 2026, its #156 holding.
  • HORAN Wealth first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.