JPL Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

JPL Wealth Management’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	$418K	Hold	1,171	–	–	0.1%	96
2025 Q4	$437K	Sell	1,171 -928	-44%	-$344K	0.11%	95
2025 Q3	$767K	Hold	2,099	–	–	0.18%	85
2025 Q2	$713K	Hold	2,099	–	–	0.19%	83
2025 Q1	$644K	Hold	2,099	–	–	0.18%	85
2024 Q4	$676K	Buy	+2,099	New	+$680K	0.19%	81
2024 Q2	$598K	Hold	2,009	–	–	0.29%	76
2024 Q1	$579K	Buy	2,009 +955	+91%	+$262K	0.32%	75
2023 Q4	$276K	Buy	+1,054	New	+$258K	0.2%	92

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

JPL Wealth Management's IWB Position: Q1 2026 in Review

JPL Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,171 shares worth $418K. The position accounts for 0.1% of the portfolio, ranked #96.

JPL Wealth Management first reported a position in IWB in Q4 2023 and has held it in 9 quarters since. The position peaked at $767K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

JPL Wealth Management held 1,171 shares of iShares Russell 1000 ETF worth $418K as of Q1 2026.
JPL Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.1% of JPL Wealth Management's portfolio in Q1 2026, its #96 holding.
JPL Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 9 quarters since.
JPL Wealth Management's iShares Russell 1000 ETF position peaked at $767K in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.