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IWB icon

NewEdge Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

NewEdge 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 		$44.7M Sell
125,398
-294
-0.2% -$110K 0.16% 127
2025
Q4 		$46.9M Buy
125,692
+675
+0.5% +$250K 0.17% 119
2025
Q3 		$45.7M Buy
125,017
+1,863
+2% +$656K 0.21% 97
2025
Q2 		$41.8M Buy
123,154
+984
+0.8% +$309K 0.22% 98
2025
Q1 		$37.5M Sell
122,170
-2,830
-2% -$915K 0.22% 98
2024
Q4 		$40.3M Buy
125,000
+9,497
+8% +$3.08M 0.24% 84
2024
Q3 		$36.3M Buy
115,503
+2,192
+2% +$664K 0.24% 94
2024
Q2 		$33.7M Sell
113,311
-352
-0.3% -$101K 0.25% 91
2024
Q1 		$32.7M Buy
113,663
+9,724
+9% +$2.67M 0.29% 80
2023
Q4 		$27.3M Sell
103,939
-4,362
-4% -$1.07M 0.26% 91
2023
Q3 		$25.4M Sell
108,301
-1,567
-1% -$384K 0.28% 89
2023
Q2 		$26.8M Sell
109,868
-6,849
-6% -$1.58M 0.3% 85
2023
Q1 		$26.3M Sell
116,717
-4,768
-4% -$1.05M 0.33% 78
2022
Q4 		$4.18M Buy
121,485
+11,362
+10% +$2.41M 0.11% 197
2022
Q3 		$21.7M Sell
110,123
-5,165
-4% -$1.13M 0.36% 70
2022
Q2 		$24M Buy
115,288
+8,189
+8% +$1.85M 0.4% 61
2022
Q1 		$26.8M Buy
107,099
+2,553
+2% +$630K 0.43% 54
2021
Q4 		$27.6M Buy
104,546
+17,517
+20% +$4.51M 0.42% 52
2021
Q3 		$21M Buy
87,029
+3,167
+4% +$787K 0.52% 49
2021
Q2 		$20.3M Buy
83,862
+126
+0.2% +$29.7K 0.54% 46
2021
Q1 		$18.7M Sell
83,736
-2,933
-3% -$642K 0.56% 46
2020
Q4 		$18.4M Buy
86,669
+119
+0.1% +$23.8K 0.6% 43
2020
Q3 		$16.2M Sell
86,550
-3,122
-3% -$577K 0.56% 47
2020
Q2 		$15.4M Sell
89,672
-16,590
-16% -$2.68M 0.6% 45
2020
Q1 		$15M Buy
106,262
+24,910
+31% +$4.21M 0.72% 34
2019
Q4 		$14.5M Sell
81,352
-437
-0.5% -$74.6K 0.58% 42
2019
Q3 		$13.5M Sell
81,789
-2,583
-3% -$424K 0.6% 42
2019
Q2 		$13.7M Sell
84,372
-188
-0.2% -$30.1K 0.84% 28
2019
Q1 		$13.3M Sell
84,560
-430
-0.5% -$65K 0.86% 24
2018
Q4 		$11.8K Buy
+84,990
New +$12.7M 0.76% 20

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

NewEdge Advisors's IWB Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.23% in Q1 2026, selling an estimated $110K and leaving 125,398 shares worth $44.7M. The position accounts for 0.16% of the portfolio, ranked #127.

NewEdge Advisors first reported a position in IWB in Q4 2018 and has held it in 30 quarters since. The position peaked at $46.9M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • NewEdge Advisors held 125,398 shares of iShares Russell 1000 ETF worth $44.7M as of Q1 2026.
  • NewEdge Advisors sold 294 iShares Russell 1000 ETF shares in Q1 2026, an estimated $110K.
  • iShares Russell 1000 ETF made up 0.16% of NewEdge Advisors's portfolio in Q1 2026, its #127 holding.
  • NewEdge Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 30 quarters since.
  • NewEdge Advisors's iShares Russell 1000 ETF position peaked at $46.9M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.