Northstar Advisory Group
IWB icon

Northstar Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

Northstar Advisory Group’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
Q3 		$237K Buy
568
+1
+0.2% +$416 0.07% 105
2026
Q2 		$232K Buy
567
+1
+0.2% +$396 0.07% 113
2026
Q1 		$202K Buy
566
+2
+0.4% +$745 0.08% 112
2025
Q4 		$211K Buy
564
+1
+0.2% +$370 0.07% 108
2025
Q3 		$206K Buy
+563
New +$198K 0.08% 108
2025
Q1 		– Sell
-774
Closed -$249K – 105
2024
Q4 		$249K Buy
+774
New +$251K 0.13% 93

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Northstar Advisory Group's IWB Position: Q3 2026 in Review

Northstar Advisory Group increased its iShares Russell 1000 ETF (IWB) stake by 0.18% in Q3 2026, buying an estimated $416 and bringing the position to 568 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #105.

Northstar Advisory Group first reported a position in IWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $249K in Q4 2024. 1,388 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Northstar Advisory Group held 568 shares of iShares Russell 1000 ETF worth $237K as of Q3 2026.
  • Northstar Advisory Group bought 1 iShares Russell 1000 ETF share in Q3 2026, an estimated $416.
  • iShares Russell 1000 ETF made up 0.07% of Northstar Advisory Group's portfolio in Q3 2026, its #105 holding.
  • Northstar Advisory Group first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
  • Northstar Advisory Group's iShares Russell 1000 ETF position peaked at $249K in Q4 2024.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Northstar Advisory Group's 13F filing for Q3 2026, filed 12 Nov 2026.