Lodestar Private Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Lodestar Private Asset 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 Q1	$4.92M	Buy	13,804 +47	+0.3%	+$17.5K	0.49%	49
2025 Q4	$5.14M	Sell	13,757 -65	-0.5%	-$24.1K	0.52%	49
2025 Q3	$5.05M	Sell	13,822 -8	-0.1%	-$2.82K	0.53%	49
2025 Q2	$4.7M	Buy	13,830 +377	+3%	+$118K	0.54%	47
2025 Q1	$4.13M	Buy	13,453 +41	+0.3%	+$13.3K	0.52%	48
2024 Q4	$4.32M	Sell	13,412 -241	-2%	-$78.1K	0.54%	42
2024 Q3	$4.29M	Buy	13,653 +10	+0.1%	+$3.03K	0.55%	44
2024 Q2	$4.06M	Sell	13,643 -178	-1%	-$51.1K	0.56%	44
2024 Q1	$3.98M	Sell	13,821 -373	-3%	-$102K	0.57%	42
2023 Q4	$3.72M	Sell	14,194 -1,973	-12%	-$483K	0.57%	44
2023 Q3	$3.8M	Sell	16,167 -87	-0.5%	-$21.3K	0.65%	45
2023 Q2	$3.96M	Sell	16,254 -167	-1%	-$38.5K	0.66%	39
2023 Q1	$3.7M	Sell	16,421 -440	-3%	-$96.8K	0.66%	40
2022 Q4	$3.55M	Buy	+16,861	New	+$3.57M	0.68%	40

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

Lodestar Private Asset Management's IWB Position: Q1 2026 in Review

Lodestar Private Asset Management increased its iShares Russell 1000 ETF (IWB) stake by 0.34% in Q1 2026, buying an estimated $17.5K and bringing the position to 13,804 shares worth $4.92M. The position accounts for 0.49% of the portfolio, ranked #49.

Lodestar Private Asset Management first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.14M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Lodestar Private Asset Management held 13,804 shares of iShares Russell 1000 ETF worth $4.92M as of Q1 2026.
Lodestar Private Asset Management bought 47 iShares Russell 1000 ETF shares in Q1 2026, an estimated $17.5K.
iShares Russell 1000 ETF made up 0.49% of Lodestar Private Asset Management's portfolio in Q1 2026, its #49 holding.
Lodestar Private Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's iShares Russell 1000 ETF position peaked at $5.14M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.