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

NewEdge Wealth’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 		$1.71M Sell
4,167
-346
-8% -$137K 0.02% 500
2026
Q1 		$1.61M Buy
4,513
+167
+4% +$62.2K 0.02% 490
2025
Q4 		$1.62M Buy
4,346
+315
+8% +$117K 0.02% 511
2025
Q3 		$1.5M Sell
4,031
-53
-1% -$18.7K 0.02% 461
2025
Q2 		$1.42M Sell
4,084
-515
-11% -$162K 0.02% 455
2025
Q1 		$1.41M Sell
4,599
-51
-1% -$16.5K 0.03% 418
2024
Q4 		$1.5M Sell
4,650
-57
-1% -$18.5K 0.03% 412
2024
Q3 		$1.48M Buy
4,707
+166
+4% +$50.3K 0.03% 397
2024
Q2 		$1.35M Sell
4,541
-60
-1% -$17.2K 0.03% 375
2024
Q1 		$1.28M Sell
4,601
-348
-7% -$95.4K 0.03% 387
2023
Q4 		$1.3M Buy
4,949
+35
+0.7% +$8.57K 0.03% 361
2023
Q3 		$1.15M Sell
4,914
-254
-5% -$62.2K 0.04% 336
2023
Q2 		$1.26M Sell
5,168
-551
-10% -$127K 0.04% 319
2023
Q1 		$1.29M Sell
5,719
-117
-2% -$25.8K 0.05% 283
2022
Q4 		$1.23M Buy
5,836
+359
+7% +$76K 0.05% 270
2022
Q3 		$1.08M Buy
+5,477
New +$1.2M 0.05% 268

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

NewEdge Wealth's IWB Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 7.7% in Q2 2026, selling an estimated $137K and leaving 4,167 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #500.

NewEdge Wealth first reported a position in IWB in Q3 2022 and has held it in 16 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • NewEdge Wealth held 4,167 shares of iShares Russell 1000 ETF worth $1.71M as of Q2 2026.
  • NewEdge Wealth sold 346 iShares Russell 1000 ETF shares in Q2 2026, an estimated $137K.
  • iShares Russell 1000 ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #500 holding.
  • NewEdge Wealth first reported a position in iShares Russell 1000 ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.