LPWM LLC
IWB icon

LPWM LLC’s iShares Russell 1000 ETF IWB Stock Holding History

LPWM LLC’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
Q3 		$680K Hold
1,633
– – 0.15% 67
2026
Q2 		$669K Sell
1,633
-165
-9% -$65.4K 0.15% 65
2026
Q1 		$641K Hold
1,798
– – 0.16% 60
2025
Q4 		$671K Hold
1,798
– – 0.17% 58
2025
Q3 		$657K Hold
1,798
– – 0.18% 53
2025
Q2 		$611K Buy
1,798
+165
+10% +$51.8K 0.18% 52
2025
Q1 		$501K Sell
1,633
-6
-0.4% -$1.94K 0.16% 52
2024
Q4 		$528K Sell
1,639
-10
-0.6% -$3.24K 0.17% 53
2024
Q3 		$513K Hold
1,649
– – 0.17% 51
2024
Q2 		$500K Sell
1,649
-1
-0.1% -$287 0.17% 51
2024
Q1 		$467K Hold
1,650
– – 0.17% 49
2023
Q4 		$425K Hold
1,650
– – 0.17% 47
2023
Q3 		$387K Hold
1,650
– – 0.17% 44
2023
Q2 		$402K Hold
1,650
– – 0.18% 45
2023
Q1 		$372K Hold
1,650
– – 0.18% 47
2022
Q4 		$355K Hold
1,650
– – 0.19% 45
2022
Q3 		$325K Hold
1,650
– – 0.19% 45
2022
Q2 		$354K Hold
1,650
– – 0.2% 43
2022
Q1 		$409K Sell
1,650
-60
-4% -$14.8K 0.2% 44
2021
Q4 		$452K Hold
1,710
– – 0.24% 39
2021
Q3 		$418K Sell
1,710
-30
-2% -$7.46K 0.25% 39
2021
Q2 		$428K Sell
1,740
-528
-23% -$124K 0.26% 38
2021
Q1 		$514K Buy
2,268
+329
+17% +$72K 0.35% 32
2020
Q4 		$411K Sell
1,939
-307
-14% -$61.3K 0.31% 39
2020
Q3 		$423K Hold
2,246
– – 0.34% 33
2020
Q2 		$386K Sell
2,246
-90
-4% -$14.6K 0.35% 29
2020
Q1 		$331K Sell
2,336
-920
-28% -$156K 0.36% 29
2019
Q4 		$581K Buy
+3,256
New +$556K 0.54% 23

Other funds holding IWB

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

LPWM LLC's IWB Position: Q3 2026 in Review

LPWM LLC held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 1,633 shares worth $680K. The position accounts for 0.15% of the portfolio, ranked #67.

LPWM LLC first reported a position in IWB in Q4 2019 and has held it in 28 quarters since. 539 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • LPWM LLC held 1,633 shares of iShares Russell 1000 ETF worth $680K as of Q3 2026.
  • LPWM LLC left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 0.15% of LPWM LLC's portfolio in Q3 2026, its #67 holding.
  • LPWM LLC first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 28 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.