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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Obermeyer Wealth Partners's IWB Position: Q1 2026 in Review

Obermeyer Wealth Partners held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,715 shares worth $612K. The position accounts for 0.03% of the portfolio, ranked #155.

Obermeyer Wealth Partners first reported a position in IWB in Q1 2025 and has held it in 5 quarters since. The position peaked at $640K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Obermeyer Wealth Partners held 1,715 shares of iShares Russell 1000 ETF worth $612K as of Q1 2026.
  • Obermeyer Wealth Partners left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #155 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 5 quarters since.
  • Obermeyer Wealth Partners's iShares Russell 1000 ETF position peaked at $640K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.