NWF Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$866K Buy
2,429
+8
+0.3% +$2.98K 0.1% 147
2025
Q4
$904K Buy
2,421
+5
+0.2% +$1.85K 0.1% 139
2025
Q3
$883K Buy
2,416
+4
+0.2% +$1.41K 0.1% 146
2025
Q2
$819K Buy
+2,412
New +$757K 0.1% 148
2024
Q4
Sell
-2,397
Closed -$754K 357
2024
Q3
$754K Buy
2,397
+92
+4% +$27.9K 0.11% 126
2024
Q2
$686K Sell
2,305
-15
-0.6% -$4.31K 0.11% 129
2024
Q1
$668K Buy
+2,320
New +$636K 0.11% 134

Other funds holding IWB

NWF Advisory Services's IWB Position: Q1 2026 in Review

NWF Advisory Services increased its iShares Russell 1000 ETF (IWB) stake by 0.33% in Q1 2026, buying an estimated $2.98K and bringing the position to 2,429 shares worth $866K. The position accounts for 0.1% of the portfolio, ranked #147.

NWF Advisory Services first reported a position in IWB in Q1 2024 and has held it in 7 quarters since. The position peaked at $904K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • NWF Advisory Services held 2,429 shares of iShares Russell 1000 ETF worth $866K as of Q1 2026.
  • NWF Advisory Services bought 8 iShares Russell 1000 ETF shares in Q1 2026, an estimated $2.98K.
  • iShares Russell 1000 ETF made up 0.1% of NWF Advisory Services's portfolio in Q1 2026, its #147 holding.
  • NWF Advisory Services first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 7 quarters since.
  • NWF Advisory Services's iShares Russell 1000 ETF position peaked at $904K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.