North Berkeley Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

North Berkeley Wealth Management’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	$553K	Sell	1,551 -131	-8%	-$48.8K	0.29%	46
2025 Q4	$628K	Sell	1,682 -37	-2%	-$13.7K	0.37%	41
2025 Q3	$628K	Hold	1,719	–	–	0.5%	30
2025 Q2	$584K	Buy	1,719 +61	+4%	+$19.1K	0.54%	30
2025 Q1	$509K	Hold	1,658	–	–	0.53%	32
2024 Q4	$534K	Buy	+1,658	New	+$537K	0.54%	32

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

North Berkeley Wealth Management's IWB Position: Q1 2026 in Review

North Berkeley Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 7.8% in Q1 2026, selling an estimated $48.8K and leaving 1,551 shares worth $553K. The position accounts for 0.29% of the portfolio, ranked #46.

North Berkeley Wealth Management first reported a position in IWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $628K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

North Berkeley Wealth Management held 1,551 shares of iShares Russell 1000 ETF worth $553K as of Q1 2026.
North Berkeley Wealth Management sold 131 iShares Russell 1000 ETF shares in Q1 2026, an estimated $48.8K.
iShares Russell 1000 ETF made up 0.29% of North Berkeley Wealth Management's portfolio in Q1 2026, its #46 holding.
North Berkeley Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
North Berkeley Wealth Management's iShares Russell 1000 ETF position peaked at $628K in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.