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 Q3	$442K	Buy	1,061 +11	+1%	+$4.57K	0.05%	186
2026 Q2	$430K	Sell	1,050 -5	-0.5%	-$1.98K	0.05%	171
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Madison Wealth Partners's IWB Position: Q3 2026 in Review

Madison Wealth Partners increased its iShares Russell 1000 ETF (IWB) stake by 1% in Q3 2026, buying an estimated $4.57K and bringing the position to 1,061 shares worth $442K. The position accounts for 0.05% of the portfolio, ranked #186.

Madison Wealth Partners first reported a position in IWB in Q2 2022 and has held it in 16 quarters since. 1,388 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Madison Wealth Partners held 1,061 shares of iShares Russell 1000 ETF worth $442K as of Q3 2026.
Madison Wealth Partners bought 11 iShares Russell 1000 ETF shares in Q3 2026, an estimated $4.57K.
iShares Russell 1000 ETF made up 0.05% of Madison Wealth Partners's portfolio in Q3 2026, its #186 holding.
Madison Wealth Partners first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 16 quarters since.
1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Madison Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.