King Wealth Management Group’s iShares Russell 1000 ETF IWB Stock Holding History

King Wealth Management Group’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	$245K	Hold	686	–	–	0.03%	142
2025 Q4	$256K	Sell	686 -15	-2%	-$5.56K	0.03%	143
2025 Q3	$256K	Sell	701 -30	-4%	-$10.6K	0.03%	140
2025 Q2	$248K	Hold	731	–	–	0.03%	139
2025 Q1	$224K	Sell	731 -58	-7%	-$18.8K	0.03%	143
2024 Q4	$254K	Sell	789 -754	-49%	-$244K	0.04%	127
2024 Q3	$293K	Buy	1,543 +651	+73%	+$197K	0.05%	116
2024 Q2	$265K	Hold	892	–	–	0.04%	120
2024 Q1	$257K	Sell	892 -102	-10%	-$28K	0.05%	123
2023 Q4	$261K	Sell	994 -9	-0.9%	-$2.2K	0.05%	117
2023 Q3	$236K	Buy	1,003 +88	+10%	+$21.5K	0.05%	127
2023 Q2	$223K	Hold	915	–	–	0.05%	131
2023 Q1	$206K	Buy	+915	New	+$201K	0.05%	135
2022 Q2	–	Sell	-915	Closed	-$229K	–	170
2022 Q1	$229K	Hold	915	–	–	0.05%	155
2021 Q4	$242K	Hold	915	–	–	0.04%	151
2021 Q3	$221K	Hold	915	–	–	0.05%	161
2021 Q2	$222K	Hold	915	–	–	0.05%	159
2021 Q1	$205K	Buy	+915	New	+$200K	0.05%	153

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

King Wealth Management Group's IWB Position: Q1 2026 in Review

King Wealth Management Group held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 686 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #142.

King Wealth Management Group first reported a position in IWB in Q1 2021 and has held it in 18 quarters since. The position peaked at $293K in Q3 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

King Wealth Management Group held 686 shares of iShares Russell 1000 ETF worth $245K as of Q1 2026.
King Wealth Management Group left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.03% of King Wealth Management Group's portfolio in Q1 2026, its #142 holding.
King Wealth Management Group first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 18 quarters since.
King Wealth Management Group's iShares Russell 1000 ETF position peaked at $293K in Q3 2024.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.