IPG Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

IPG Investment Advisors’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	$278K	Buy	781 +1	+0.1%	+$373	0.05%	187
2025 Q4	$291K	Sell	780 -20	-3%	-$7.41K	0.05%	177
2025 Q3	$292K	Sell	800 -75	-9%	-$26.4K	0.05%	173
2025 Q2	$297K	Buy	875 +215	+33%	+$67.5K	0.06%	139
2025 Q1	$202K	Sell	660 -95	-13%	-$30.7K	0.05%	155
2024 Q4	$243K	Buy	755 +60	+9%	+$19.4K	0.06%	143
2024 Q3	$219K	Buy	+695	New	+$210K	0.05%	151

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

IPG Investment Advisors's IWB Position: Q1 2026 in Review

IPG Investment Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.13% in Q1 2026, buying an estimated $373 and bringing the position to 781 shares worth $278K. The position accounts for 0.05% of the portfolio, ranked #187.

IPG Investment Advisors first reported a position in IWB in Q3 2024 and has held it in 7 quarters since. The position peaked at $297K in Q2 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

IPG Investment Advisors held 781 shares of iShares Russell 1000 ETF worth $278K as of Q1 2026.
IPG Investment Advisors bought 1 iShares Russell 1000 ETF share in Q1 2026, an estimated $373.
iShares Russell 1000 ETF made up 0.05% of IPG Investment Advisors's portfolio in Q1 2026, its #187 holding.
IPG Investment Advisors first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 7 quarters since.
IPG Investment Advisors's iShares Russell 1000 ETF position peaked at $297K in Q2 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on IPG Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.