Madison Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Madison Wealth Partners’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	$376K	Sell	1,055 -2	-0.2%	-$745	0.06%	142
2025 Q4	$395K	Hold	1,057	–	–	0.07%	124
2025 Q3	$386K	Hold	1,057	–	–	0.08%	107
2025 Q2	$359K	Buy	1,057 +2	+0.2%	+$628	0.08%	110
2025 Q1	$324K	Buy	1,055 +13	+1%	+$4.2K	0.08%	110
2024 Q4	$336K	Buy	1,042 +1	+0.1%	+$324	0.09%	108
2024 Q3	$327K	Hold	1,041	–	–	0.1%	107
2024 Q2	$310K	Hold	1,041	–	–	0.11%	92
2024 Q1	$300K	Buy	1,041 +117	+13%	+$32.1K	0.11%	95
2023 Q4	$242K	Hold	924	–	–	0.1%	104
2023 Q3	$217K	Sell	924 -4	-0.4%	-$979	0.11%	84
2023 Q2	$226K	Hold	928	–	–	0.11%	86
2023 Q1	$209K	Buy	+928	New	+$204K	0.11%	80
2022 Q3	–	Sell	-1,025	Closed	-$213K	–	73
2022 Q2	$213K	Buy	+1,025	New	+$232K	0.14%	72

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

Madison Wealth Partners's IWB Position: Q1 2026 in Review

Madison Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 0.19% in Q1 2026, selling an estimated $745 and leaving 1,055 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #142.

Madison Wealth Partners first reported a position in IWB in Q2 2022 and has held it in 14 quarters since. The position peaked at $395K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Madison Wealth Partners held 1,055 shares of iShares Russell 1000 ETF worth $376K as of Q1 2026.
Madison Wealth Partners sold 2 iShares Russell 1000 ETF shares in Q1 2026, an estimated $745.
iShares Russell 1000 ETF made up 0.06% of Madison Wealth Partners's portfolio in Q1 2026, its #142 holding.
Madison Wealth Partners first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 14 quarters since.
Madison Wealth Partners's iShares Russell 1000 ETF position peaked at $395K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.