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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
Q2 		$121M Sell
295,228
-3,034
-1% -$1.2M 1.75% 15
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

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

NorthRock Partners's IWB Position: Q2 2026 in Review

NorthRock Partners reduced its iShares Russell 1000 ETF (IWB) stake by 1% in Q2 2026, selling an estimated $1.2M and leaving 295,228 shares worth $121M. The position accounts for 1.75% of the portfolio, ranked #15.

NorthRock Partners first reported a position in IWB in Q2 2022 and has held it in 16 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • NorthRock Partners held 295,228 shares of iShares Russell 1000 ETF worth $121M as of Q2 2026.
  • NorthRock Partners sold 3,034 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.2M.
  • iShares Russell 1000 ETF made up 1.75% of NorthRock Partners's portfolio in Q2 2026, its #15 holding.
  • NorthRock Partners first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.