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Kestra Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Kestra Investment 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 		– Sell
-897
Closed -$320K – 536
2026
Q1 		$320K Buy
897
+17
+2% +$6.33K 0.01% 354
2025
Q4 		$329K Buy
+880
New +$326K 0.01% 350
2025
Q1 		– Sell
-122
Closed -$39.3K – 1193
2024
Q4 		$39.3K Buy
+122
New +$39.5K ﹤0.01% 583

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 29.2% 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

Kestra Investment Management's IWB Position: Q2 2026 in Review

Kestra Investment Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 897 shares — an estimated $320K sold.

Kestra Investment Management first reported a position in IWB in Q4 2024 and held it in 3 quarters. The position peaked at $329K in Q4 2025. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Kestra Investment Management reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • Kestra Investment Management sold 897 iShares Russell 1000 ETF shares in Q2 2026, an estimated $320K.
  • Kestra Investment Management first reported a position in iShares Russell 1000 ETF in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's iShares Russell 1000 ETF position peaked at $329K in Q4 2025.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.