Institute for Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Institute for Wealth Management’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	$153K	Buy	+374	New	+$148K	0.01%	582
2020 Q1	–	Sell	-639	Closed	-$114K	–	537
2019 Q4	$114K	Buy	+639	New	+$109K	0.03%	463
2014 Q4	–	Sell	-256	Closed	-$28K	–	38
2014 Q3	$28K	Hold	256	–	–	0.03%	42
2014 Q2	$28K	Hold	256	–	–	0.02%	42
2014 Q1	$27K	Hold	256	–	–	0.02%	56
2013 Q4	$26K	Sell	256 -53	-17%	-$5.24K	0.02%	56
2013 Q3	$29K	Sell	309 -122,822	-100%	-$11.5M	0.02%	45
2013 Q2	$11.1M	Buy	+123,131	New	+$11M	8.89%	2

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

Institute for Wealth Management's IWB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 374 shares worth $153K. The stake represents 0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IWB as recently as Q4 2019.

Institute for Wealth Management first reported a position in IWB in Q2 2013 and has held it in 8 quarters since. The position peaked at $11.1M in Q2 2013. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Institute for Wealth Management held 374 shares of iShares Russell 1000 ETF worth $153K as of Q2 2026.
iShares Russell 1000 ETF was a new Institute for Wealth Management position in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #582 holding.
Institute for Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 8 quarters since.
Institute for Wealth Management's iShares Russell 1000 ETF position peaked at $11.1M in Q2 2013.
1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.