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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
Q2 		$2.13M Sell
5,201
-62
-1% -$24.6K 0.21% 111
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keebeck Wealth Management's IWB Position: Q2 2026 in Review

Keebeck Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 1.2% in Q2 2026, selling an estimated $24.6K and leaving 5,201 shares worth $2.13M. The position accounts for 0.21% of the portfolio, ranked #111.

Keebeck Wealth Management first reported a position in IWB in Q3 2022 and has held it in 16 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Keebeck Wealth Management held 5,201 shares of iShares Russell 1000 ETF worth $2.13M as of Q2 2026.
  • Keebeck Wealth Management sold 62 iShares Russell 1000 ETF shares in Q2 2026, an estimated $24.6K.
  • iShares Russell 1000 ETF made up 0.21% of Keebeck Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Keebeck Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.