LWM Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

LWM Advisory Services’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	$235K	Sell	659 -1,635	-71%	-$609K	0.25%	75
2025 Q4	$857K	Buy	2,294 +75	+3%	+$27.8K	0.5%	33
2025 Q3	$811K	Buy	2,219 +24	+1%	+$8.45K	0.47%	38
2025 Q2	$746K	Sell	2,195 -5	-0.2%	-$1.57K	0.51%	36
2025 Q1	$675K	Sell	2,200 -61	-3%	-$19.7K	0.47%	38
2024 Q4	$728K	Buy	2,261 +146	+7%	+$47.3K	0.51%	36
2024 Q3	$665K	Buy	+2,115	New	+$641K	0.49%	36

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

LWM Advisory Services's IWB Position: Q1 2026 in Review

LWM Advisory Services reduced its iShares Russell 1000 ETF (IWB) stake by 71% in Q1 2026, selling an estimated $609K and leaving 659 shares worth $235K. The position accounts for 0.25% of the portfolio, ranked #75.

LWM Advisory Services first reported a position in IWB in Q3 2024 and has held it in 7 quarters since. The position peaked at $857K in Q4 2025. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

LWM Advisory Services held 659 shares of iShares Russell 1000 ETF worth $235K as of Q1 2026.
LWM Advisory Services sold 1,635 iShares Russell 1000 ETF shares in Q1 2026, an estimated $609K.
iShares Russell 1000 ETF made up 0.25% of LWM Advisory Services's portfolio in Q1 2026, its #75 holding.
LWM Advisory Services first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 7 quarters since.
LWM Advisory Services's iShares Russell 1000 ETF position peaked at $857K in Q4 2025.
1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.