IHT Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $836K | Sell |
2,343
-176
| -7% | -$65.6K | 0.02% | 632 |
|
|
2025
Q4 | $941K | Sell |
2,519
-227
| -8% | -$84.1K | 0.02% | 559 |
|
|
2025
Q3 | $1M | Buy |
2,746
+221
| +9% | +$77.8K | 0.03% | 526 |
|
|
2025
Q2 | $858K | Sell |
2,525
-24
| -0.9% | -$7.53K | 0.02% | 536 |
|
|
2025
Q1 | $782K | Sell |
2,549
-84
| -3% | -$27.2K | 0.02% | 540 |
|
|
2024
Q4 | $848K | Sell |
2,633
-1,769
| -40% | -$573K | 0.03% | 509 |
|
|
2024
Q3 | $1.38M | Buy |
4,402
+694
| +19% | +$210K | 0.04% | 410 |
|
|
2024
Q2 | $1.1M | Sell |
3,708
-934
| -20% | -$268K | 0.04% | 395 |
|
|
2024
Q1 | $1.34M | Sell |
4,642
-17
| -0.4% | -$4.66K | 0.05% | 345 |
|
|
2023
Q4 | $1.22M | Sell |
4,659
-499
| -10% | -$122K | 0.05% | 332 |
|
|
2023
Q3 | $1.21M | Sell |
5,158
-258
| -5% | -$63.2K | 0.06% | 306 |
|
|
2023
Q2 | $1.32M | Buy |
5,416
+76
| +1% | +$17.5K | 0.07% | 272 |
|
|
2023
Q1 | $1.2M | Buy |
5,340
+1
| +0% | +$220 | 0.07% | 270 |
|
|
2022
Q4 | $1.12M | Sell |
5,339
-74
| -1% | -$15.7K | 0.07% | 278 |
|
|
2022
Q3 | $1.07M | Buy |
5,413
+1,040
| +24% | +$228K | 0.08% | 267 |
|
|
2022
Q2 | $908K | Sell |
4,373
-232
| -5% | -$52.4K | 0.08% | 256 |
|
|
2022
Q1 | $1.15M | Sell |
4,605
-16
| -0.3% | -$3.95K | 0.09% | 233 |
|
|
2021
Q4 | $1.22M | Sell |
4,621
-883
| -16% | -$227K | 0.09% | 220 |
|
|
2021
Q3 | $1.33M | Sell |
5,504
-506
| -8% | -$126K | 0.11% | 187 |
|
|
2021
Q2 | $1.46M | Sell |
6,010
-283
| -4% | -$66.7K | 0.09% | 234 |
|
|
2021
Q1 | $1.41M | Sell |
6,293
-408
| -6% | -$89.3K | 0.1% | 204 |
|
|
2020
Q4 | $1.42M | Sell |
6,701
-11
| -0.2% | -$2.19K | 0.12% | 181 |
|
|
2020
Q3 | $1.26M | Buy |
6,712
+1,296
| +24% | +$239K | 0.13% | 171 |
|
|
2020
Q2 | $930K | Sell |
5,416
-355
| -6% | -$57.4K | 0.13% | 174 |
|
|
2020
Q1 | $817K | Sell |
5,771
-444
| -7% | -$75.1K | 0.12% | 190 |
|
|
2019
Q4 | $1.11M | Buy |
6,215
+1,381
| +29% | +$236K | 0.13% | 175 |
|
|
2019
Q3 | $795K | Buy |
4,834
+1,703
| +54% | +$279K | 0.11% | 222 |
|
|
2019
Q2 | $510K | Buy |
+3,131
| New | +$501K | 0.07% | 278 |
|
|
2018
Q2 | – | Sell |
-350
| Closed | -$50K | – | 897 |
|
|
2018
Q1 | $50K | Buy |
350
+75
| +27% | +$11.4K | 0.01% | 677 |
|
|
2017
Q4 | $42K | Sell |
275
-100
| -27% | -$14.5K | 0.01% | 745 |
|
|
2017
Q3 | $53K | Sell |
375
-20,412
| -98% | -$2.8M | 0.02% | 506 |
|
|
2017
Q2 | $224 | Sell |
20,787
-1,906
| -8% | -$254K | 0.11% | 210 |
|
|
2017
Q1 | $2.57M | Buy |
22,693
+22,418
| +8,152% | +$2.9M | 1.71% | 5 |
|
|
2016
Q4 | $34K | Buy |
+275
| New | +$33.4K | 0.03% | 481 |
|
Other funds holding IWB
IHT Wealth Management's IWB Position: Q1 2026 in Review
IHT Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 7% in Q1 2026, selling an estimated $65.6K and leaving 2,343 shares worth $836K. The position accounts for 0.02% of the portfolio, ranked #632.
IHT Wealth Management first reported a position in IWB in Q4 2016 and has held it in 34 quarters since. The position peaked at $2.57M in Q1 2017. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- IHT Wealth Management held 2,343 shares of iShares Russell 1000 ETF worth $836K as of Q1 2026.
- IHT Wealth Management sold 176 iShares Russell 1000 ETF shares in Q1 2026, an estimated $65.6K.
- iShares Russell 1000 ETF made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #632 holding.
- IHT Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 34 quarters since.
- IHT Wealth Management's iShares Russell 1000 ETF position peaked at $2.57M in Q1 2017.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.