Journey Strategic Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Journey Strategic Wealth’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	$14.8M	Buy	41,533 +901	+2%	+$336K	0.37%	27
2025 Q4	$15.2M	Buy	40,632 +888	+2%	+$329K	0.4%	26
2025 Q3	$14.5M	Buy	39,744 +209	+0.5%	+$73.6K	0.41%	25
2025 Q2	$13.4M	Sell	39,535 -1,846	-4%	-$579K	0.44%	23
2025 Q1	$12.7M	Buy	41,381 +2,243	+6%	+$725K	0.44%	18
2024 Q4	$12.6M	Buy	39,138 +486	+1%	+$157K	0.47%	18
2024 Q3	$12.2M	Buy	38,652 +2,108	+6%	+$638K	0.45%	16
2024 Q2	$10.9M	Sell	36,544 -33	-0.1%	-$9.47K	0.46%	14
2024 Q1	$10.5M	Sell	36,577 -13	-0%	-$3.56K	0.47%	14
2023 Q4	$9.6M	Buy	36,590 +908	+3%	+$222K	0.45%	14
2023 Q3	$8.38M	Sell	35,682 -854	-2%	-$209K	0.4%	13
2023 Q2	$8.91M	Sell	36,536 -342	-0.9%	-$78.8K	0.4%	12
2023 Q1	$8.31M	Buy	36,878 +474	+1%	+$104K	0.87%	11
2022 Q4	$7.66M	Buy	36,404 +2,546	+8%	+$539K	0.9%	9
2022 Q3	$6.68M	Buy	33,858 +6,075	+22%	+$1.33M	0.9%	9
2022 Q2	$5.77M	Buy	+27,783	New	+$6.28M	0.77%	11
2022 Q1	–	Sell	-22,758	Closed	-$6.02M	–	211
2021 Q4	$6.02M	Buy	+22,758	New	+$5.86M	0.63%	14

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

Journey Strategic Wealth's IWB Position: Q1 2026 in Review

Journey Strategic Wealth increased its iShares Russell 1000 ETF (IWB) stake by 2.2% in Q1 2026, buying an estimated $336K and bringing the position to 41,533 shares worth $14.8M. The position accounts for 0.37% of the portfolio, ranked #27.

Journey Strategic Wealth first reported a position in IWB in Q4 2021 and has held it in 17 quarters since. The position peaked at $15.2M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Journey Strategic Wealth held 41,533 shares of iShares Russell 1000 ETF worth $14.8M as of Q1 2026.
Journey Strategic Wealth bought 901 iShares Russell 1000 ETF shares in Q1 2026, an estimated $336K.
iShares Russell 1000 ETF made up 0.37% of Journey Strategic Wealth's portfolio in Q1 2026, its #27 holding.
Journey Strategic Wealth first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 17 quarters since.
Journey Strategic Wealth's iShares Russell 1000 ETF position peaked at $15.2M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.