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Integrated Advisors Network’s iShares Russell 1000 ETF IWB Stock Holding History

Integrated Advisors Network’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 		$3.82M Sell
10,720
-9,732
-48% -$3.63M 0.2% 132
2025
Q4 		$7.64M Sell
20,452
-858
-4% -$318K 0.34% 64
2025
Q3 		$7.79M Sell
21,310
-4,347
-17% -$1.53M 0.33% 66
2025
Q2 		$8.71M Buy
25,657
+145
+0.6% +$45.5K 0.39% 56
2025
Q1 		$7.83M Buy
25,512
+2,171
+9% +$702K 0.39% 60
2024
Q4 		$7.52M Buy
23,341
+125
+0.5% +$40.5K 0.36% 64
2024
Q3 		$7.3M Sell
23,216
-2,622
-10% -$794K 0.35% 71
2024
Q2 		$7.69M Sell
25,838
-2,749
-10% -$789K 0.39% 52
2024
Q1 		$8.23M Buy
28,587
+1,877
+7% +$514K 0.42% 56
2023
Q4 		$7.01M Buy
26,710
+3,304
+14% +$809K 0.4% 65
2023
Q3 		$5.5M Sell
23,406
-2,417
-9% -$592K 0.34% 74
2023
Q2 		$6.29M Sell
25,823
-428
-2% -$98.6K 0.36% 62
2023
Q1 		$5.91M Buy
26,251
+1,285
+5% +$283K 0.36% 72
2022
Q4 		$5.26M Sell
24,966
-612
-2% -$130K 0.34% 84
2022
Q3 		$5.05M Sell
25,578
-979
-4% -$215K 0.34% 71
2022
Q2 		$5.52M Buy
26,557
+440
+2% +$99.4K 0.36% 69
2022
Q1 		$6.53M Buy
26,117
+1,627
+7% +$402K 0.38% 59
2021
Q4 		$6.48M Buy
24,490
+386
+2% +$99.4K 0.38% 58
2021
Q3 		$5.83M Sell
24,104
-35,842
-60% -$8.91M 0.39% 51
2021
Q2 		$14.5M Buy
59,946
+46,931
+361% +$11.1M 1.07% 14
2021
Q1 		$2.91M Buy
13,015
+1,381
+12% +$302K 0.27% 112
2020
Q4 		$2.46M Buy
11,634
+831
+8% +$166K 0.27% 105
2020
Q3 		$2.02M Buy
10,803
+636
+6% +$117K 0.26% 109
2020
Q2 		$1.75M Sell
10,167
-392
-4% -$63.4K 0.2% 132
2020
Q1 		$1.49M Sell
10,559
-1,934
-15% -$327K 0.29% 100
2019
Q4 		$2.23M Buy
+12,493
New +$2.13M 0.3% 108

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Integrated Advisors Network's IWB Position: Q1 2026 in Review

Integrated Advisors Network reduced its iShares Russell 1000 ETF (IWB) stake by 48% in Q1 2026, selling an estimated $3.63M and leaving 10,720 shares worth $3.82M. The position accounts for 0.2% of the portfolio, ranked #132.

Integrated Advisors Network first reported a position in IWB in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.5M in Q2 2021. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Integrated Advisors Network held 10,720 shares of iShares Russell 1000 ETF worth $3.82M as of Q1 2026.
  • Integrated Advisors Network sold 9,732 iShares Russell 1000 ETF shares in Q1 2026, an estimated $3.63M.
  • iShares Russell 1000 ETF made up 0.2% of Integrated Advisors Network's portfolio in Q1 2026, its #132 holding.
  • Integrated Advisors Network first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Integrated Advisors Network's iShares Russell 1000 ETF position peaked at $14.5M in Q2 2021.
  • 1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.