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NorthRock Partners’s iShares Russell 1000 ETF IWB Stock Holding History

NorthRock Partners’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 		$106M Sell
298,262
-504
-0.2% -$188K 1.71% 14
2025
Q4 		$112M Buy
298,766
+218,122
+270% +$80.8M 1.88% 12
2025
Q3 		$29.5M Buy
80,644
+4,953
+7% +$1.74M 0.53% 33
2025
Q2 		$25.7M Buy
75,691
+3,086
+4% +$969K 0.67% 27
2025
Q1 		$22.3M Sell
72,605
-1,583
-2% -$512K 0.75% 24
2024
Q4 		$23.9M Sell
74,188
-3,276
-4% -$1.06M 0.78% 22
2024
Q3 		$24.4M Sell
77,464
-8,080
-9% -$2.45M 0.8% 20
2024
Q2 		$25.5M Sell
85,544
-23,042
-21% -$6.62M 0.96% 17
2024
Q1 		$31.3M Sell
108,586
-2,571
-2% -$705K 1.2% 16
2023
Q4 		$29.2M Buy
111,157
+101,775
+1,085% +$24.9M 1.22% 15
2023
Q3 		$2.2M Buy
9,382
+52
+0.6% +$12.7K 0.23% 47
2023
Q2 		$2.27M Sell
9,330
-2,702
-22% -$622K 0.25% 42
2023
Q1 		$2.71M Sell
12,032
-2,271
-16% -$500K 0.29% 38
2022
Q4 		$3.01M Buy
+14,303
New +$3.03M 0.34% 34
2022
Q3 		– Sell
-1,052
Closed -$219K – 318
2022
Q2 		$219K Buy
+1,052
New +$238K 0.02% 278

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

NorthRock Partners's IWB Position: Q1 2026 in Review

NorthRock Partners reduced its iShares Russell 1000 ETF (IWB) stake by 0.17% in Q1 2026, selling an estimated $188K and leaving 298,262 shares worth $106M. The position accounts for 1.71% of the portfolio, ranked #14.

NorthRock Partners first reported a position in IWB in Q2 2022 and has held it in 15 quarters since. The position peaked at $112M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • NorthRock Partners held 298,262 shares of iShares Russell 1000 ETF worth $106M as of Q1 2026.
  • NorthRock Partners sold 504 iShares Russell 1000 ETF shares in Q1 2026, an estimated $188K.
  • iShares Russell 1000 ETF made up 1.71% of NorthRock Partners's portfolio in Q1 2026, its #14 holding.
  • NorthRock Partners first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 15 quarters since.
  • NorthRock Partners's iShares Russell 1000 ETF position peaked at $112M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.