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

Kestra Private Wealth 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 		$1.72M Sell
4,814
-3,090
-39% -$1.15M 0.02% 604
2025
Q4 		$2.95M Buy
7,904
+4,106
+108% +$1.52M 0.04% 432
2025
Q3 		$1.39M Buy
3,798
+60
+2% +$21.1K 0.02% 651
2025
Q2 		$1.27M Buy
3,738
+140
+4% +$43.9K 0.02% 646
2025
Q1 		$1.1M Sell
3,598
-2,215
-38% -$716K 0.02% 644
2024
Q4 		$1.87M Buy
5,813
+2,279
+64% +$738K 0.03% 448
2024
Q3 		$1.11M Buy
3,534
+312
+10% +$94.5K 0.02% 585
2024
Q2 		$959K Sell
3,222
-450
-12% -$129K 0.02% 588
2024
Q1 		$1.06M Sell
3,672
-2,902
-44% -$795K 0.02% 540
2023
Q4 		$1.72M Buy
6,574
+1,592
+32% +$390K 0.04% 381
2023
Q3 		$1.17M Sell
4,982
-52
-1% -$12.7K 0.04% 419
2023
Q2 		$1.23M Buy
5,034
+1,589
+46% +$366K 0.04% 395
2023
Q1 		$776K Sell
3,445
-14,008
-80% -$3.08M 0.03% 481
2022
Q4 		$3.67M Buy
17,453
+15,964
+1,072% +$3.38M 0.19% 138
2022
Q3 		$294K Buy
1,489
+153
+11% +$33.6K 0.02% 662
2022
Q2 		$278K Buy
+1,336
New +$302K 0.02% 679

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 Private Wealth Services's IWB Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its iShares Russell 1000 ETF (IWB) stake by 39% in Q1 2026, selling an estimated $1.15M and leaving 4,814 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #604.

Kestra Private Wealth Services first reported a position in IWB in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.67M in Q4 2022. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Kestra Private Wealth Services held 4,814 shares of iShares Russell 1000 ETF worth $1.72M as of Q1 2026.
  • Kestra Private Wealth Services sold 3,090 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.15M.
  • iShares Russell 1000 ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #604 holding.
  • Kestra Private Wealth Services first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 16 quarters since.
  • Kestra Private Wealth Services's iShares Russell 1000 ETF position peaked at $3.67M in Q4 2022.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.