IWC
IWB icon

Integrated Wealth Concepts’s iShares Russell 1000 ETF IWB Stock Holding History

Integrated Wealth Concepts’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 		$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

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 Wealth Concepts's IWB Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares Russell 1000 ETF (IWB) stake by 52% in Q1 2026, buying an estimated $8.27M and bringing the position to 65,258 shares worth $23.3M. The position accounts for 0.19% of the portfolio, ranked #112.

Integrated Wealth Concepts first reported a position in IWB in Q4 2017 and has held it in 31 quarters since. The position peaked at $23.7M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Integrated Wealth Concepts held 65,258 shares of iShares Russell 1000 ETF worth $23.3M as of Q1 2026.
  • Integrated Wealth Concepts bought 22,194 iShares Russell 1000 ETF shares in Q1 2026, an estimated $8.27M.
  • iShares Russell 1000 ETF made up 0.19% of Integrated Wealth Concepts's portfolio in Q1 2026, its #112 holding.
  • Integrated Wealth Concepts first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 31 quarters since.
  • Integrated Wealth Concepts's iShares Russell 1000 ETF position peaked at $23.7M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.