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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Obermeyer Wealth Partners's IWB Position: Q2 2026 in Review

Obermeyer Wealth Partners held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,715 shares worth $702K. The position accounts for 0.03% of the portfolio, ranked #148.

Obermeyer Wealth Partners first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Obermeyer Wealth Partners held 1,715 shares of iShares Russell 1000 ETF worth $702K as of Q2 2026.
Obermeyer Wealth Partners left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #148 holding.
Obermeyer Wealth Partners first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.