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

Newbridge Financial Services 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 		$27.4K Hold
67
– – ﹤0.01% 638
2026
Q1 		$23.9K Sell
67
-50
-43% -$18.6K ﹤0.01% 597
2025
Q4 		$43.7K Hold
117
– – 0.01% 458
2025
Q3 		$42.8K Hold
117
– – 0.01% 548
2025
Q2 		$39.7K Hold
117
– – 0.01% 551
2025
Q1 		$35.9K Buy
117
+100
+588% +$32.3K 0.01% 436
2024
Q4 		$5.37K Buy
+17
New +$5.51K ﹤0.01% 850
2024
Q3 		– Sell
-17
Closed -$4.93K – 874
2024
Q2 		$4.93K Hold
17
– – ﹤0.01% 845
2024
Q1 		$4.76K Buy
17
+1
+6% +$274 ﹤0.01% 896
2023
Q4 		$4.32K Hold
16
– – ﹤0.01% 873
2023
Q3 		$3.84K Sell
16
-81
-84% -$19.8K ﹤0.01% 988
2023
Q2 		$23.5K Buy
97
+81
+506% +$18.7K 0.01% 647
2023
Q1 		$3.67K Hold
16
– – ﹤0.01% 1119
2022
Q4 		$3.42K Hold
16
– – ﹤0.01% 1133
2022
Q3 		$3K Hold
16
– – ﹤0.01% 1135
2022
Q2 		$3K Hold
16
– – ﹤0.01% 1110
2022
Q1 		$4K Buy
+16
New +$3.95K ﹤0.01% 1141

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

Newbridge Financial Services Group's IWB Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 67 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Newbridge Financial Services Group first reported a position in IWB in Q1 2022 and has held it in 17 quarters since. The position peaked at $43.7K in Q4 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Newbridge Financial Services Group held 67 shares of iShares Russell 1000 ETF worth $27.4K as of Q2 2026.
  • Newbridge Financial Services Group left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #638 holding.
  • Newbridge Financial Services Group first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 17 quarters since.
  • Newbridge Financial Services Group's iShares Russell 1000 ETF position peaked at $43.7K in Q4 2025.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.