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Howe & Rusling’s iShares Russell 1000 ETF IWB Stock Holding History

Howe & Rusling’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 		$139K Hold
390
– – 0.01% 313
2025
Q4 		$146K Hold
390
– – 0.01% 311
2025
Q3 		$143K Hold
390
– – 0.01% 301
2025
Q2 		$132K Buy
390
+304
+353% +$95.4K 0.01% 302
2025
Q1 		$26.4K Hold
86
– – ﹤0.01% 343
2024
Q4 		$27.7K Hold
86
– – ﹤0.01% 334
2024
Q3 		$27K Sell
86
-85
-50% -$25.7K ﹤0.01% 324
2024
Q2 		$50.9K Hold
171
– – ﹤0.01% 291
2024
Q1 		$49.3K Sell
171
-19
-10% -$5.21K ﹤0.01% 296
2023
Q4 		$49.8K Sell
190
-14
-7% -$3.43K 0.01% 278
2023
Q3 		$47.9K Buy
204
+14
+7% +$3.43K 0.01% 255
2023
Q2 		$46.3K Hold
190
– – 0.01% 264
2023
Q1 		$42.8K Buy
+190
New +$41.8K 0.01% 249
2017
Q2 		– Sell
-236
Closed -$31.5K – 989
2017
Q1 		$31K Buy
236
+1
+0.4% +$130 0.01% 317
2016
Q4 		$29K Sell
235
-42
-15% -$5.11K 0.01% 317
2016
Q3 		$33K Hold
277
– – 0.01% 303
2016
Q2 		$32K Buy
+277
New +$31.9K 0.01% 279
2016
Q1 		– Sell
-123
Closed -$14K – 1027
2015
Q4 		$14K Hold
123
– – ﹤0.01% 437
2015
Q3 		$13K Buy
+123
New +$14K ﹤0.01% 454
2015
Q2 		– Sell
-100
Closed -$12K – 1081
2015
Q1 		$12K Hold
100
– – ﹤0.01% 469
2014
Q4 		$11K Hold
100
– – ﹤0.01% 492
2014
Q3 		$11K Hold
100
– – ﹤0.01% 478
2014
Q2 		$11K Buy
+100
New +$10.6K ﹤0.01% 470

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

Howe & Rusling's IWB Position: Q1 2026 in Review

Howe & Rusling held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 390 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #313.

Howe & Rusling first reported a position in IWB in Q2 2014 and has held it in 23 quarters since. The position peaked at $146K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Howe & Rusling held 390 shares of iShares Russell 1000 ETF worth $139K as of Q1 2026.
  • Howe & Rusling left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #313 holding.
  • Howe & Rusling first reported a position in iShares Russell 1000 ETF in Q2 2014 and has held it in 23 quarters since.
  • Howe & Rusling's iShares Russell 1000 ETF position peaked at $146K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.