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 Q2	$12.7K	Sell	31 -6	-16%	-$2.38K	﹤0.01%	360
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAG Wealth Partners's IWB Position: Q2 2026 in Review

IAG Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 16% in Q2 2026, selling an estimated $2.38K and leaving 31 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

IAG Wealth Partners first reported a position in IWB in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.8K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

IAG Wealth Partners held 31 shares of iShares Russell 1000 ETF worth $12.7K as of Q2 2026.
IAG Wealth Partners sold 6 iShares Russell 1000 ETF shares in Q2 2026, an estimated $2.38K.
iShares Russell 1000 ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #360 holding.
IAG Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 27 quarters since.
IAG Wealth Partners's iShares Russell 1000 ETF position peaked at $13.8K in Q4 2025.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.