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Morris Financial Concepts’s iShares Russell 1000 ETF IWB Stock Holding History

Morris Financial Concepts’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 		$1.53M Sell
4,281
-42
-1% -$15.7K 0.52% 34
2025
Q4 		$1.61M Sell
4,323
-76
-2% -$28.1K 0.57% 33
2025
Q3 		$1.61M Sell
4,399
-4
-0.1% -$1.41K 0.58% 34
2025
Q2 		$1.5M Buy
4,403
+2,630
+148% +$826K 0.59% 32
2025
Q1 		$544K Sell
1,773
-100
-5% -$32.3K 0.23% 66
2024
Q4 		$603K Sell
1,873
-6
-0.3% -$1.94K 0.26% 56
2024
Q3 		$591K Sell
1,879
-101
-5% -$30.6K 0.25% 57
2024
Q2 		$589K Sell
1,980
-52
-3% -$14.9K 0.28% 50
2024
Q1 		$585K Hold
2,032
– – 0.3% 47
2023
Q4 		$533K Sell
2,032
-60
-3% -$14.7K 0.3% 46
2023
Q3 		$491K Sell
2,092
-10
-0.5% -$2.45K 0.33% 41
2023
Q2 		$512K Hold
2,102
– – 0.33% 44
2023
Q1 		$473K Sell
2,102
-54
-3% -$11.9K 0.33% 44
2022
Q4 		$454K Buy
2,156
+38
+2% +$8.04K 0.37% 47
2022
Q3 		$418K Buy
2,118
+191
+10% +$41.9K 0.43% 36
2022
Q2 		$400K Buy
+1,927
New +$436K 0.38% 44

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

Morris Financial Concepts's IWB Position: Q1 2026 in Review

Morris Financial Concepts reduced its iShares Russell 1000 ETF (IWB) stake by 0.97% in Q1 2026, selling an estimated $15.7K and leaving 4,281 shares worth $1.53M. The position accounts for 0.52% of the portfolio, ranked #34.

Morris Financial Concepts first reported a position in IWB in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.61M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Morris Financial Concepts held 4,281 shares of iShares Russell 1000 ETF worth $1.53M as of Q1 2026.
  • Morris Financial Concepts sold 42 iShares Russell 1000 ETF shares in Q1 2026, an estimated $15.7K.
  • iShares Russell 1000 ETF made up 0.52% of Morris Financial Concepts's portfolio in Q1 2026, its #34 holding.
  • Morris Financial Concepts first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 16 quarters since.
  • Morris Financial Concepts's iShares Russell 1000 ETF position peaked at $1.61M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.