Next Level Private’s iShares Russell 1000 ETF IWB Stock Holding History

Next Level Private’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	$929K	Buy	2,268 +3	+0.1%	+$1.19K	0.18%	83
2026 Q1	$807K	Buy	2,265 +4	+0.2%	+$1.49K	0.18%	84
2025 Q4	$844K	Buy	2,261 +4	+0.2%	+$1.48K	0.22%	76
2025 Q3	$832K	Buy	2,257 +6	+0.3%	+$2.11K	0.24%	70
2025 Q2	$764K	Buy	2,251 +6	+0.3%	+$1.88K	0.25%	66
2025 Q1	$689K	Sell	2,245 -9	-0.4%	-$2.91K	0.26%	68
2024 Q4	$726K	Buy	2,254 +7	+0.3%	+$2.27K	0.29%	61
2024 Q3	$707K	Buy	2,247 +7	+0.3%	+$2.12K	0.29%	65
2024 Q2	$666K	Buy	2,240 +6	+0.3%	+$1.72K	0.3%	62
2024 Q1	$644K	Buy	2,234 +7	+0.3%	+$1.92K	0.3%	65
2023 Q4	$584K	Buy	2,227 +8	+0.4%	+$1.96K	0.33%	57
2023 Q3	$521K	Buy	2,219 +9	+0.4%	+$2.2K	0.35%	60
2023 Q2	$534K	Buy	+2,210	New	+$509K	0.35%	58
2023 Q1	–	Sell	-2,195	Closed	-$469K	–	86
2022 Q4	$469K	Buy	2,195 +822	+60%	+$174K	0.34%	55
2022 Q3	$286K	Buy	+1,373	New	+$301K	0.25%	65
2022 Q2	–	Sell	-1,373	Closed	-$343K	–	160
2022 Q1	$343K	Hold	1,373	–	–	0.28%	66
2021 Q4	$363K	Buy	+1,373	New	+$353K	0.3%	61

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Next Level Private's IWB Position: Q2 2026 in Review

Next Level Private increased its iShares Russell 1000 ETF (IWB) stake by 0.13% in Q2 2026, buying an estimated $1.19K and bringing the position to 2,268 shares worth $929K. The position accounts for 0.18% of the portfolio, ranked #83.

Next Level Private first reported a position in IWB in Q4 2021 and has held it in 17 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Next Level Private held 2,268 shares of iShares Russell 1000 ETF worth $929K as of Q2 2026.
Next Level Private bought 3 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.19K.
iShares Russell 1000 ETF made up 0.18% of Next Level Private's portfolio in Q2 2026, its #83 holding.
Next Level Private first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 17 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.