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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
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

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

LPWM LLC's IWB Position: Q2 2026 in Review

LPWM LLC reduced its iShares Russell 1000 ETF (IWB) stake by 9.2% in Q2 2026, selling an estimated $65.4K and leaving 1,633 shares worth $669K. The position accounts for 0.15% of the portfolio, ranked #65.

LPWM LLC first reported a position in IWB in Q4 2019 and has held it in 27 quarters since. The position peaked at $671K in Q4 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • LPWM LLC held 1,633 shares of iShares Russell 1000 ETF worth $669K as of Q2 2026.
  • LPWM LLC sold 165 iShares Russell 1000 ETF shares in Q2 2026, an estimated $65.4K.
  • iShares Russell 1000 ETF made up 0.15% of LPWM LLC's portfolio in Q2 2026, its #65 holding.
  • LPWM LLC first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 27 quarters since.
  • LPWM LLC's iShares Russell 1000 ETF position peaked at $671K in Q4 2025.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.