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

Imprint 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 Q2	$480K	Hold	1,172	–	–	1.95%	10
2026 Q1	$418K	Hold	1,172	–	–	1.91%	13
2025 Q4	$438K	Sell	1,172 -1,172	-50%	-$434K	2.05%	11
2025 Q3	$857K	Buy	+2,344	New	+$826K	2.74%	9
2024 Q1	$493K	Buy	1,714 +531	+45%	+$146K	0.12%	166
2023 Q4	$317K	Sell	1,183 -9	-0.8%	-$2.2K	0.25%	116
2023 Q3	$280K	Sell	1,192 -1,181	-50%	-$289K	0.24%	113
2023 Q2	$582K	Buy	2,373 +11	+0.5%	+$2.53K	0.37%	76
2023 Q1	$532K	Buy	+2,362	New	+$520K	0.35%	80

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

Imprint Wealth's IWB Position: Q2 2026 in Review

Imprint Wealth held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,172 shares worth $480K. The position accounts for 1.95% of the portfolio, ranked #10.

Imprint Wealth first reported a position in IWB in Q1 2023 and has held it in 9 quarters since. The position peaked at $857K in Q3 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Imprint Wealth held 1,172 shares of iShares Russell 1000 ETF worth $480K as of Q2 2026.
Imprint Wealth left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 1.95% of Imprint Wealth's portfolio in Q2 2026, its #10 holding.
Imprint Wealth first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 9 quarters since.
Imprint Wealth's iShares Russell 1000 ETF position peaked at $857K in Q3 2025.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.