Oak Harbor Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Oak Harbor Wealth 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	$63.5K	Sell	178 -27	-13%	-$10.1K	0.01%	216
2025 Q4	$76.6K	Buy	205 +27	+15%	+$10K	0.02%	212
2025 Q3	$65.1K	Hold	178	–	–	0.02%	216
2025 Q2	$60.4K	Buy	178 +53	+42%	+$16.6K	0.02%	214
2025 Q1	$38.3K	Hold	125	–	–	0.01%	224
2024 Q4	$40.3K	Hold	125	–	–	0.01%	200
2024 Q3	$39.3K	Hold	125	–	–	0.01%	195
2024 Q2	$37.2K	Hold	125	–	–	0.01%	191
2024 Q1	$36K	Hold	125	–	–	0.01%	196
2023 Q4	$32.8K	Hold	125	–	–	0.01%	195
2023 Q3	$29.4K	Hold	125	–	–	0.01%	194
2023 Q2	$30.5K	Hold	125	–	–	0.01%	203
2023 Q1	$28.2K	Hold	125	–	–	0.01%	197
2022 Q4	$26.3K	Hold	125	–	–	0.01%	193
2022 Q3	$25K	Hold	125	–	–	0.01%	186
2022 Q2	$26K	Hold	125	–	–	0.01%	185
2022 Q1	$31K	Hold	125	–	–	0.01%	197
2021 Q4	$33K	Buy	+125	New	+$32.2K	0.01%	203

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

Oak Harbor Wealth Partners's IWB Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 13% in Q1 2026, selling an estimated $10.1K and leaving 178 shares worth $63.5K. The position accounts for 0.01% of the portfolio, ranked #216.

Oak Harbor Wealth Partners first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. The position peaked at $76.6K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Oak Harbor Wealth Partners held 178 shares of iShares Russell 1000 ETF worth $63.5K as of Q1 2026.
Oak Harbor Wealth Partners sold 27 iShares Russell 1000 ETF shares in Q1 2026, an estimated $10.1K.
iShares Russell 1000 ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #216 holding.
Oak Harbor Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's iShares Russell 1000 ETF position peaked at $76.6K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.