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

Keebeck 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	$1.88M	Buy	5,263 +143	+3%	+$53.3K	0.21%	114
2025 Q4	$1.91M	Buy	5,120 +72	+1%	+$26.7K	0.22%	113
2025 Q3	$1.84M	Buy	5,048 +129	+3%	+$45.4K	0.22%	112
2025 Q2	$1.67M	Buy	4,919 +608	+14%	+$191K	0.22%	110
2025 Q1	$1.32M	Buy	4,311 +632	+17%	+$204K	0.2%	114
2024 Q4	$1.19M	Hold	3,679	–	–	0.17%	123
2024 Q3	$1.16M	Buy	3,679 +122	+3%	+$36.9K	0.17%	125
2024 Q2	$1.06M	Buy	3,557 +4	+0.1%	+$1.15K	0.16%	131
2024 Q1	$1.02M	Sell	3,553 -529	-13%	-$145K	0.15%	138
2023 Q4	$1.07M	Buy	4,082 +403	+11%	+$98.7K	0.18%	127
2023 Q3	$868K	Buy	3,679 +78	+2%	+$19.1K	0.15%	132
2023 Q2	$878K	Sell	3,601 -1	-0%	-$230	0.12%	136
2023 Q1	$811K	Buy	3,602 +1,674	+87%	+$368K	0.13%	126
2022 Q4	$406K	Buy	1,928 +93	+5%	+$19.7K	0.07%	172
2022 Q3	$362K	Buy	+1,835	New	+$402K	0.07%	175

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

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

Keebeck Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 2.8% in Q1 2026, buying an estimated $53.3K and bringing the position to 5,263 shares worth $1.88M. The position accounts for 0.21% of the portfolio, ranked #114.

Keebeck Wealth Management first reported a position in IWB in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.91M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Keebeck Wealth Management held 5,263 shares of iShares Russell 1000 ETF worth $1.88M as of Q1 2026.
Keebeck Wealth Management bought 143 iShares Russell 1000 ETF shares in Q1 2026, an estimated $53.3K.
iShares Russell 1000 ETF made up 0.21% of Keebeck Wealth Management's portfolio in Q1 2026, its #114 holding.
Keebeck Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2022 and has held it in 15 quarters since.
Keebeck Wealth Management's iShares Russell 1000 ETF position peaked at $1.91M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.