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 Q3	$250K	Buy	600 +1	+0.2%	+$416	0.01%	687
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 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

Nations Financial Group's IWB Position: Q3 2026 in Review

Nations Financial Group increased its iShares Russell 1000 ETF (IWB) stake by 0.17% in Q3 2026, buying an estimated $416 and bringing the position to 600 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #687.

Nations Financial Group first reported a position in IWB in Q2 2016 and has held it in 8 quarters since. 1,388 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Nations Financial Group held 600 shares of iShares Russell 1000 ETF worth $250K as of Q3 2026.
Nations Financial Group bought 1 iShares Russell 1000 ETF share in Q3 2026, an estimated $416.
iShares Russell 1000 ETF made up 0.01% of Nations Financial Group's portfolio in Q3 2026, its #687 holding.
Nations Financial Group first reported a position in iShares Russell 1000 ETF in Q2 2016 and has held it in 8 quarters since.
1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.