Integrated Wealth Concepts’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
Q2 | $30M | Buy |
73,215
+7,957
| +12% | +$3.15M | 0.15% | 136 |
|
|
2026
Q1 | $23.3M | Buy |
65,258
+22,194
| +52% | +$8.27M | 0.19% | 112 |
|
|
2025
Q4 | $16.1M | Sell |
43,064
-21,655
| -33% | -$8.02M | 0.19% | 109 |
|
|
2025
Q3 | $23.7M | Sell |
64,719
-1,674
| -3% | -$590K | 0.21% | 106 |
|
|
2025
Q2 | $22.5M | Sell |
66,393
-3,335
| -5% | -$1.05M | 0.23% | 98 |
|
|
2025
Q1 | $21.4M | Buy |
69,728
+10,826
| +18% | +$3.5M | 0.25% | 91 |
|
|
2024
Q4 | $19M | Buy |
58,902
+929
| +2% | +$301K | 0.22% | 105 |
|
|
2024
Q3 | $18.2M | Buy |
57,973
+2,918
| +5% | +$884K | 0.22% | 104 |
|
|
2024
Q2 | $16.4M | Sell |
55,055
-2,279
| -4% | -$654K | 0.22% | 100 |
|
|
2024
Q1 | $16.5M | Sell |
57,334
-334
| -0.6% | -$91.5K | 0.24% | 103 |
|
|
2023
Q4 | $15.1M | Buy |
57,668
+2,695
| +5% | +$660K | 0.25% | 97 |
|
|
2023
Q3 | $12.9M | Buy |
54,973
+2,818
| +5% | +$690K | 0.23% | 110 |
|
|
2023
Q2 | $12.7M | Buy |
52,155
+6,694
| +15% | +$1.54M | 0.22% | 113 |
|
|
2023
Q1 | $10.2M | Buy |
45,461
+2,708
| +6% | +$596K | 0.21% | 115 |
|
|
2022
Q4 | $9M | Sell |
42,753
-3,579
| -8% | -$758K | 0.24% | 89 |
|
|
2022
Q3 | $9.14M | Sell |
46,332
-1,973
| -4% | -$433K | 0.29% | 73 |
|
|
2022
Q2 | $10M | Buy |
48,305
+30,338
| +169% | +$6.86M | 0.31% | 72 |
|
|
2022
Q1 | $4.49M | Buy |
17,967
+14,119
| +367% | +$3.49M | 0.14% | 144 |
|
|
2021
Q4 | $1.02M | Buy |
3,848
+1,180
| +44% | +$304K | 0.03% | 414 |
|
|
2021
Q3 | $645K | Buy |
2,668
+1,058
| +66% | +$263K | 0.02% | 518 |
|
|
2021
Q2 | $390K | Sell |
1,610
-63
| -4% | -$14.8K | 0.01% | 590 |
|
|
2021
Q1 | $374K | Buy |
1,673
+32
| +2% | +$7.01K | 0.02% | 542 |
|
|
2020
Q4 | $348K | Sell |
1,641
-40
| -2% | -$7.98K | 0.02% | 491 |
|
|
2020
Q3 | $315K | Sell |
1,681
-48
| -3% | -$8.87K | 0.02% | 444 |
|
|
2020
Q2 | $297K | Sell |
1,729
-29
| -2% | -$4.69K | 0.02% | 403 |
|
|
2020
Q1 | $249K | Sell |
1,758
-546
| -24% | -$92.3K | 0.02% | 348 |
|
|
2019
Q4 | $411K | Buy |
2,304
+203
| +10% | +$34.6K | 0.03% | 302 |
|
|
2019
Q3 | $346K | Buy |
2,101
+50
| +2% | +$8.21K | 0.04% | 280 |
|
|
2019
Q2 | $334K | Buy |
2,051
+697
| +51% | +$112K | 0.04% | 251 |
|
|
2019
Q1 | $213K | Buy |
+1,354
| New | +$205K | 0.04% | 302 |
|
|
2018
Q2 | – | Sell |
-1,538
| Closed | -$221K | – | 236 |
|
|
2018
Q1 | $221K | Sell |
1,538
-36
| -2% | -$5.47K | 0.09% | 181 |
|
|
2017
Q4 | $240K | Buy |
+1,574
| New | +$228K | 0.1% | 161 |
|
Other funds holding IWB
Integrated Wealth Concepts's IWB Position: Q2 2026 in Review
Integrated Wealth Concepts increased its iShares Russell 1000 ETF (IWB) stake by 12% in Q2 2026, buying an estimated $3.15M and bringing the position to 73,215 shares worth $30M. The position accounts for 0.15% of the portfolio, ranked #136.
Integrated Wealth Concepts first reported a position in IWB in Q4 2017 and has held it in 32 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Integrated Wealth Concepts held 73,215 shares of iShares Russell 1000 ETF worth $30M as of Q2 2026.
- Integrated Wealth Concepts bought 7,957 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.15M.
- iShares Russell 1000 ETF made up 0.15% of Integrated Wealth Concepts's portfolio in Q2 2026, its #136 holding.
- Integrated Wealth Concepts first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 32 quarters since.
- 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.