Obermeyer Wealth Partners
IWB icon

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

Obermeyer 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
Q3 		$721K Buy
1,733
+18
+1% +$7.48K 0.03% 147
2026
Q2 		$702K Hold
1,715
– – 0.03% 148
2026
Q1 		$612K Hold
1,715
– – 0.03% 155
2025
Q4 		$640K Hold
1,715
– – 0.03% 148
2025
Q3 		$627K Hold
1,715
– – 0.03% 143
2025
Q2 		$582K Sell
1,715
-95
-5% -$29.8K 0.03% 143
2025
Q1 		$555K Buy
+1,810
New +$585K 0.03% 139

Other funds holding IWB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Obermeyer Wealth Partners's IWB Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its iShares Russell 1000 ETF (IWB) stake by 1% in Q3 2026, buying an estimated $7.48K and bringing the position to 1,733 shares worth $721K. The position accounts for 0.03% of the portfolio, ranked #147.

Obermeyer Wealth Partners first reported a position in IWB in Q1 2025 and has held it in 7 quarters since. 1,018 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Obermeyer Wealth Partners held 1,733 shares of iShares Russell 1000 ETF worth $721K as of Q3 2026.
  • Obermeyer Wealth Partners bought 18 iShares Russell 1000 ETF shares in Q3 2026, an estimated $7.48K.
  • iShares Russell 1000 ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #147 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 7 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.