Moss Adams Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Moss Adams Wealth Advisors’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	$610K	Hold	1,711	–	–	0.04%	122
2025 Q4	$639K	Hold	1,711	–	–	0.05%	111
2025 Q3	$625K	Hold	1,711	–	–	0.05%	113
2025 Q2	$581K	Hold	1,711	–	–	0.05%	119
2025 Q1	$525K	Buy	1,711 +1,046	+157%	+$338K	0.06%	108
2024 Q4	$214K	Sell	665 -397	-37%	-$129K	0.02%	191
2024 Q3	$334K	Hold	1,062	–	–	0.04%	131
2024 Q2	$316K	Hold	1,062	–	–	0.04%	115
2024 Q1	$306K	Hold	1,062	–	–	0.05%	108
2023 Q4	$279K	Hold	1,062	–	–	0.06%	94
2023 Q3	$251K	Hold	1,062	–	–	0.09%	78
2023 Q2	$259K	Hold	1,062	–	–	0.08%	73
2023 Q1	$239K	Hold	1,062	–	–	0.08%	81
2022 Q4	$224K	Buy	+1,062	New	+$225K	0.11%	92

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

Moss Adams Wealth Advisors's IWB Position: Q1 2026 in Review

Moss Adams Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,711 shares worth $610K. The position accounts for 0.04% of the portfolio, ranked #122.

Moss Adams Wealth Advisors first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $639K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Moss Adams Wealth Advisors held 1,711 shares of iShares Russell 1000 ETF worth $610K as of Q1 2026.
Moss Adams Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.04% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #122 holding.
Moss Adams Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
Moss Adams Wealth Advisors's iShares Russell 1000 ETF position peaked at $639K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.