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Modera Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Modera Wealth Management’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 		$24M Sell
67,297
-688
-1% -$256K 0.29% 69
2025
Q4 		$25.4M Sell
67,985
-388
-0.6% -$144K 0.29% 69
2025
Q3 		$25M Buy
68,373
+93
+0.1% +$32.8K 0.29% 70
2025
Q2 		$23.2M Sell
68,280
-85
-0.1% -$26.7K 0.29% 71
2025
Q1 		$21M Buy
68,365
+1,512
+2% +$489K 0.28% 76
2024
Q4 		$21.5M Sell
66,853
-920
-1% -$298K 0.26% 75
2024
Q3 		$21.3M Buy
67,773
+23
+0% +$6.96K 0.27% 75
2024
Q2 		$20.2M Buy
67,750
+387
+0.6% +$111K 0.3% 72
2024
Q1 		$19.4M Buy
67,363
+111
+0.2% +$30.4K 0.3% 72
2023
Q4 		$17.6M Sell
67,252
-196
-0.3% -$48K 0.29% 75
2023
Q3 		$15.8M Sell
67,448
-356
-0.5% -$87.1K 0.3% 75
2023
Q2 		$16.5M Buy
67,804
+3,650
+6% +$841K 0.3% 74
2023
Q1 		$14.4M Sell
64,154
-287
-0.4% -$63.2K 0.56% 43
2022
Q4 		$13.6M Buy
64,441
+767
+1% +$162K 0.55% 41
2022
Q3 		$12.6M Sell
63,674
-1,002
-2% -$220K 0.64% 37
2022
Q2 		$13.4M Sell
64,676
-3,749
-5% -$847K 0.64% 37
2022
Q1 		$17.1M Sell
68,425
-2,322
-3% -$573K 0.76% 32
2021
Q4 		$18.7M Sell
70,747
-4,612
-6% -$1.19M 0.71% 30
2021
Q3 		$18.2M Buy
75,359
+1,760
+2% +$438K 0.94% 25
2021
Q2 		$17.8M Sell
73,599
-2,278
-3% -$537K 0.96% 26
2021
Q1 		$17M Sell
75,877
-2,949
-4% -$646K 1.1% 21
2020
Q4 		$16.7M Buy
78,826
+618
+0.8% +$123K 1.32% 19
2020
Q3 		$14.6M Sell
78,208
-2,165
-3% -$400K 2.17% 11
2020
Q2 		$13.8M Sell
80,373
-5,724
-7% -$926K 2.2% 11
2020
Q1 		$12.2M Sell
86,097
-4,544
-5% -$768K 2.55% 11
2019
Q4 		$16.2M Sell
90,641
-3,611
-4% -$616K 2.53% 11
2019
Q3 		$15.5M Sell
94,252
-2,057
-2% -$338K 2.58% 11
2019
Q2 		$15.7M Sell
96,309
-4,032
-4% -$646K 2.86% 10
2019
Q1 		$15.8M Sell
100,341
-1,403
-1% -$212K 2.96% 10
2018
Q4 		$14.1M Sell
101,744
-2,481
-2% -$371K 2.78% 11
2018
Q3 		$16.9M Sell
104,225
-864
-0.8% -$137K 3.41% 7
2018
Q2 		$16M Sell
105,089
-4,746
-4% -$715K 3.37% 7
2018
Q1 		$16.1M Sell
109,835
-5,766
-5% -$876K 3.35% 7
2017
Q4 		$17.2M Sell
115,601
-1,636
-1% -$237K 3.7% 7
2017
Q3 		$16.4M Sell
117,237
-163
-0.1% -$22.4K 3.69% 7
2017
Q2 		$15.9M Buy
117,400
+990
+0.9% +$132K 3.86% 7
2017
Q1 		$15.3M Sell
116,410
-6,006
-5% -$778K 3.83% 7
2016
Q4 		$15.2M Sell
122,416
-4,016
-3% -$488K 5.14% 6
2016
Q3 		$15.2M Sell
126,432
-6,733
-5% -$809K 5.11% 6
2016
Q2 		$15.6M Sell
133,165
-3,200
-2% -$369K 5.44% 6
2016
Q1 		$15.6M Sell
136,365
-2,145
-2% -$232K 5.43% 6
2015
Q4 		$15.7M Sell
138,510
-2,406
-2% -$275K 6.2% 6
2015
Q3 		$15.1M Sell
140,916
-7,940
-5% -$902K 6.29% 5
2015
Q2 		$17.3M Sell
148,856
-3,381
-2% -$399K 6.81% 5
2015
Q1 		$17.6M Sell
152,237
-5,757
-4% -$665K 6.88% 4
2014
Q4 		$18.1M Sell
157,994
-5,752
-4% -$645K 7.03% 4
2014
Q3 		$18M Sell
163,746
-2,377
-1% -$263K 7.61% 4
2014
Q2 		$18.3M Sell
166,123
-2,308
-1% -$246K 8.31% 4
2014
Q1 		$17.6M Sell
168,431
-3,622
-2% -$373K 7% 3
2013
Q4 		$17.8M Sell
172,053
-8,887
-5% -$879K 6.74% 3
2013
Q3 		$17M Sell
180,940
-6,623
-4% -$619K 8.17% 3
2013
Q2 		$16.9M Buy
+187,563
New +$16.8M 8.67% 3

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Modera Wealth Management's IWB Position: Q1 2026 in Review

Modera Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 1% in Q1 2026, selling an estimated $256K and leaving 67,297 shares worth $24M. The position accounts for 0.29% of the portfolio, ranked #69.

Modera Wealth Management first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.4M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Modera Wealth Management held 67,297 shares of iShares Russell 1000 ETF worth $24M as of Q1 2026.
  • Modera Wealth Management sold 688 iShares Russell 1000 ETF shares in Q1 2026, an estimated $256K.
  • iShares Russell 1000 ETF made up 0.29% of Modera Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Modera Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Modera Wealth Management's iShares Russell 1000 ETF position peaked at $25.4M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.