NWK Group’s iShares Russell 1000 ETF IWB Stock Holding History

NWK 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 Q1	$228K	Hold	640	–	–	0.09%	46
2025 Q4	$239K	Hold	640	–	–	0.08%	47
2025 Q3	$234K	Hold	640	–	–	0.08%	49
2025 Q2	$217K	Hold	640	–	–	0.08%	46
2025 Q1	$196K	Hold	640	–	–	0.09%	45
2024 Q4	$206K	Hold	640	–	–	0.08%	49
2024 Q3	$201K	Hold	640	–	–	0.08%	51
2024 Q2	$190K	Hold	640	–	–	0.08%	44
2024 Q1	$184K	Hold	640	–	–	0.09%	46
2023 Q4	$168K	Hold	640	–	–	0.09%	47
2023 Q3	$150K	Hold	640	–	–	0.09%	44
2023 Q2	$156K	Hold	640	–	–	0.09%	48
2023 Q1	$144K	Hold	640	–	–	0.09%	53
2022 Q4	$135K	Hold	640	–	–	0.1%	49
2022 Q3	$126K	Hold	640	–	–	0.1%	44
2022 Q2	$133K	Hold	640	–	–	0.09%	52
2022 Q1	$160K	Hold	640	–	–	0.09%	55
2021 Q4	$169K	Hold	640	–	–	0.06%	59
2021 Q3	$155K	Hold	640	–	–	0.06%	60
2021 Q2	$155K	Hold	640	–	–	0.06%	63
2021 Q1	$143K	Hold	640	–	–	0.06%	69
2020 Q4	$136K	Hold	640	–	–	0.06%	64
2020 Q3	$120K	Hold	640	–	–	0.06%	69
2020 Q2	$110K	Sell	640 -681	-52%	-$110K	0.06%	66
2020 Q1	$187K	Hold	1,321	–	–	0.16%	51
2019 Q4	$236K	Buy	+1,321	New	+$225K	0.19%	56

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

NWK Group's IWB Position: Q1 2026 in Review

NWK Group held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 640 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #46.

NWK Group first reported a position in IWB in Q4 2019 and has held it in 26 quarters since. The position peaked at $239K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

NWK Group held 640 shares of iShares Russell 1000 ETF worth $228K as of Q1 2026.
NWK Group left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.09% of NWK Group's portfolio in Q1 2026, its #46 holding.
NWK Group first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 26 quarters since.
NWK Group's iShares Russell 1000 ETF position peaked at $239K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on NWK Group's 13F filing for Q1 2026, filed 7 May 2026.