Integrated Investment Consultants’s iShares Russell 1000 ETF IWB Stock Holding History

Integrated Investment Consultants’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	$574K	Buy	1,609 +11	+0.7%	+$4.1K	0.12%	111
2025 Q4	$597K	Buy	1,598 +40	+3%	+$14.8K	0.12%	119
2025 Q3	$569K	Buy	1,558 +58	+4%	+$20.4K	0.1%	135
2025 Q2	$509K	Hold	1,500	–	–	0.1%	139
2025 Q1	$460K	Buy	+1,500	New	+$485K	0.09%	162
2018 Q3	–	Sell	-1,373	Closed	-$209K	–	184
2018 Q2	$209K	Sell	1,373 -65	-5%	-$9.79K	0.11%	147
2018 Q1	$211K	Buy	+1,438	New	+$218K	0.08%	172
2017 Q3	$201K	Hold	1,438	–	–	0.09%	155
2017 Q2	$195K	Hold	1,438	–	–	0.09%	155
2017 Q1	$189K	Sell	1,438 -564	-28%	-$73K	0.09%	159
2016 Q4	$249K	Hold	2,002	–	–	0.12%	111
2016 Q3	$237K	Hold	2,002	–	–	0.12%	108
2016 Q2	$235K	Hold	2,002	–	–	0.13%	107
2016 Q1	$227K	Hold	2,002	–	–	0.13%	104
2015 Q4	$211K	Buy	+2,002	New	+$229K	0.17%	103

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Integrated Investment Consultants's IWB Position: Q1 2026 in Review

Integrated Investment Consultants increased its iShares Russell 1000 ETF (IWB) stake by 0.69% in Q1 2026, buying an estimated $4.1K and bringing the position to 1,609 shares worth $574K. The position accounts for 0.12% of the portfolio, ranked #111.

Integrated Investment Consultants first reported a position in IWB in Q4 2015 and has held it in 15 quarters since. The position peaked at $597K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Integrated Investment Consultants held 1,609 shares of iShares Russell 1000 ETF worth $574K as of Q1 2026.
Integrated Investment Consultants bought 11 iShares Russell 1000 ETF shares in Q1 2026, an estimated $4.1K.
iShares Russell 1000 ETF made up 0.12% of Integrated Investment Consultants's portfolio in Q1 2026, its #111 holding.
Integrated Investment Consultants first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 15 quarters since.
Integrated Investment Consultants's iShares Russell 1000 ETF position peaked at $597K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.