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Nations Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Nations Financial Group’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
Q2 		$245K Buy
599
+1
+0.2% +$396 0.01% 696
2026
Q1 		$213K Buy
598
+1
+0.2% +$373 0.01% 728
2025
Q4 		$223K Buy
597
+1
+0.2% +$370 0.01% 689
2025
Q3 		$218K Buy
+596
New +$210K 0.01% 661
2017
Q1 		– Sell
-1,913
Closed -$238K – 154
2016
Q4 		$238K Hold
1,913
– – 0.26% 122
2016
Q3 		$230K Buy
1,913
+1
+0.1% +$120 0.23% 136
2016
Q2 		$224K Buy
+1,912
New +$220K 0.23% 135

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nations Financial Group's IWB Position: Q2 2026 in Review

Nations Financial Group increased its iShares Russell 1000 ETF (IWB) stake by 0.17% in Q2 2026, buying an estimated $396 and bringing the position to 599 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #696.

Nations Financial Group first reported a position in IWB in Q2 2016 and has held it in 7 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Nations Financial Group held 599 shares of iShares Russell 1000 ETF worth $245K as of Q2 2026.
  • Nations Financial Group bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
  • iShares Russell 1000 ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #696 holding.
  • Nations Financial Group first reported a position in iShares Russell 1000 ETF in Q2 2016 and has held it in 7 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.