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Kingswood Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Kingswood Wealth Advisors’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 		$373K Buy
1,046
+147
+16% +$54.8K 0.02% 639
2025
Q4 		$336K Buy
899
+55
+7% +$20.4K 0.02% 641
2025
Q3 		$308K Sell
844
-1
-0.1% -$352 0.02% 618
2025
Q2 		$287K Sell
845
-1
-0.1% -$314 0.02% 587
2025
Q1 		$260K Buy
+846
New +$274K 0.02% 593

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

Kingswood Wealth Advisors's IWB Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 16% in Q1 2026, buying an estimated $54.8K and bringing the position to 1,046 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #639.

Kingswood Wealth Advisors first reported a position in IWB in Q1 2025 and has held it in 5 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Kingswood Wealth Advisors held 1,046 shares of iShares Russell 1000 ETF worth $373K as of Q1 2026.
  • Kingswood Wealth Advisors bought 147 iShares Russell 1000 ETF shares in Q1 2026, an estimated $54.8K.
  • iShares Russell 1000 ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #639 holding.
  • Kingswood Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.