IAG Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

IAG Wealth Partners’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	$13.2K	Hold	37	–	–	﹤0.01%	352
2025 Q4	$13.8K	Hold	37	–	–	﹤0.01%	324
2025 Q3	$13.5K	Hold	37	–	–	﹤0.01%	350
2025 Q2	$12.6K	Hold	37	–	–	﹤0.01%	319
2025 Q1	$11.3K	Hold	37	–	–	﹤0.01%	325
2024 Q4	$11.9K	Hold	37	–	–	﹤0.01%	324
2024 Q3	$11.6K	Hold	37	–	–	﹤0.01%	328
2024 Q2	$11K	Hold	37	–	–	﹤0.01%	321
2024 Q1	$10.7K	Hold	37	–	–	﹤0.01%	309
2023 Q4	$9.7K	Hold	37	–	–	﹤0.01%	309
2023 Q3	$8.69K	Hold	37	–	–	﹤0.01%	311
2023 Q2	$9.02K	Hold	37	–	–	﹤0.01%	322
2023 Q1	$8.33K	Hold	37	–	–	﹤0.01%	334
2022 Q4	$7.79K	Hold	37	–	–	﹤0.01%	313
2022 Q3	$7K	Hold	37	–	–	﹤0.01%	307
2022 Q2	$8K	Hold	37	–	–	﹤0.01%	297
2022 Q1	$9K	Hold	37	–	–	﹤0.01%	309
2021 Q4	$10K	Hold	37	–	–	﹤0.01%	301
2021 Q3	$9K	Hold	37	–	–	﹤0.01%	282
2021 Q2	$9K	Hold	37	–	–	﹤0.01%	274
2021 Q1	$9K	Hold	37	–	–	﹤0.01%	274
2020 Q4	$8K	Hold	37	–	–	﹤0.01%	263
2020 Q3	$7K	Hold	37	–	–	﹤0.01%	261
2020 Q2	$7K	Hold	37	–	–	﹤0.01%	263
2020 Q1	$6K	Hold	37	–	–	﹤0.01%	258
2019 Q4	$7K	Buy	+37	New	+$6.31K	﹤0.01%	285

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

IAG Wealth Partners's IWB Position: Q1 2026 in Review

IAG Wealth Partners held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 37 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

IAG Wealth Partners first reported a position in IWB in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.8K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

IAG Wealth Partners held 37 shares of iShares Russell 1000 ETF worth $13.2K as of Q1 2026.
IAG Wealth Partners left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #352 holding.
IAG Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's iShares Russell 1000 ETF position peaked at $13.8K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.