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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
Q2 		$1.3M Sell
3,172
-1,642
-34% -$651K 0.01% 767
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

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

Kestra Private Wealth Services's IWB Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Russell 1000 ETF (IWB) stake by 34% in Q2 2026, selling an estimated $651K and leaving 3,172 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #767.

Kestra Private Wealth Services first reported a position in IWB in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.67M in Q4 2022. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Kestra Private Wealth Services held 3,172 shares of iShares Russell 1000 ETF worth $1.3M as of Q2 2026.
  • Kestra Private Wealth Services sold 1,642 iShares Russell 1000 ETF shares in Q2 2026, an estimated $651K.
  • iShares Russell 1000 ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #767 holding.
  • Kestra Private Wealth Services first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
  • Kestra Private Wealth Services's iShares Russell 1000 ETF position peaked at $3.67M in Q4 2022.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.