KAS
IWB icon

Kestra Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

Kestra Advisory Services’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 		$29.2M Sell
81,829
-12,067
-13% -$4.5M 0.11% 182
2025
Q4 		$35.1M Buy
93,896
+6,315
+7% +$2.34M 0.14% 131
2025
Q3 		$32M Buy
87,581
+3,827
+5% +$1.35M 0.15% 128
2025
Q2 		$28.4M Sell
83,754
-472
-0.6% -$148K 0.14% 130
2025
Q1 		$25.8M Sell
84,226
-3,991
-5% -$1.29M 0.13% 128
2024
Q4 		$28.4M Buy
88,217
+4,495
+5% +$1.46M 0.16% 122
2024
Q3 		$26.3M Buy
83,722
+1,939
+2% +$587K 0.15% 139
2024
Q2 		$23.8M Sell
81,783
-14,026
-15% -$4.03M 0.13% 162
2024
Q1 		$27.6M Buy
95,809
+1,163
+1% +$319K 0.18% 109
2023
Q4 		$24.8M Buy
94,646
+9,676
+11% +$2.37M 0.2% 100
2023
Q3 		$20M Buy
84,970
+4,921
+6% +$1.2M 0.2% 106
2023
Q2 		$19.5M Sell
80,049
-1,337
-2% -$308K 0.2% 110
2023
Q1 		$18.3M Sell
81,386
-54,473
-40% -$12M 0.2% 114
2022
Q4 		$28.6M Buy
135,859
+19,946
+17% +$4.22M 0.25% 83
2022
Q3 		$22.9M Buy
115,913
+22,713
+24% +$4.98M 0.24% 90
2022
Q2 		$19.4M Buy
93,200
+2,576
+3% +$582K 0.2% 113
2022
Q1 		$22.7M Sell
90,624
-3,929
-4% -$970K 0.24% 85
2021
Q4 		$25M Buy
94,553
+9,088
+11% +$2.34M 0.25% 79
2021
Q3 		$20.7M Sell
85,465
-3,201
-4% -$796K 0.21% 112
2021
Q2 		$21.5M Buy
88,666
+1,141
+1% +$269K 0.24% 89
2021
Q1 		$19.6M Buy
87,525
+15,310
+21% +$3.35M 0.25% 87
2020
Q4 		$15.2M Buy
72,215
+10,251
+17% +$2.05M 0.18% 130
2020
Q3 		$11.6M Buy
+61,964
New +$11.4M 0.22% 120

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kestra Advisory Services's IWB Position: Q1 2026 in Review

Kestra Advisory Services reduced its iShares Russell 1000 ETF (IWB) stake by 13% in Q1 2026, selling an estimated $4.5M and leaving 81,829 shares worth $29.2M. The position accounts for 0.11% of the portfolio, ranked #182.

Kestra Advisory Services first reported a position in IWB in Q3 2020 and has held it in 23 quarters since. The position peaked at $35.1M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Kestra Advisory Services held 81,829 shares of iShares Russell 1000 ETF worth $29.2M as of Q1 2026.
  • Kestra Advisory Services sold 12,067 iShares Russell 1000 ETF shares in Q1 2026, an estimated $4.5M.
  • iShares Russell 1000 ETF made up 0.11% of Kestra Advisory Services's portfolio in Q1 2026, its #182 holding.
  • Kestra Advisory Services first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's iShares Russell 1000 ETF position peaked at $35.1M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.