O'Donnell Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

O'Donnell Financial Services’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	$326K	Hold	914	–	–	0.11%	48
2025 Q4	$341K	Hold	914	–	–	0.12%	45
2025 Q3	$334K	Sell	914 -101	-10%	-$35.6K	0.12%	47
2025 Q2	$345K	Buy	1,015 +101	+11%	+$31.7K	0.13%	42
2025 Q1	$280K	Buy	+914	New	+$296K	0.12%	44
2024 Q4	–	Sell	-914	Closed	-$287K	–	40
2024 Q3	$287K	Hold	914	–	–	0.12%	39
2024 Q2	$272K	Hold	914	–	–	0.12%	36
2024 Q1	$263K	Hold	914	–	–	0.12%	37
2023 Q4	$240K	Hold	914	–	–	0.12%	34
2023 Q3	$215K	Hold	914	–	–	0.12%	27
2023 Q2	$223K	Hold	914	–	–	0.13%	22
2023 Q1	$206K	Buy	+914	New	+$201K	0.37%	17
2022 Q3	–	Sell	-974	Closed	-$202K	–	33
2022 Q2	$202K	Buy	974 +60	+7%	+$13.6K	0.17%	34
2022 Q1	$229K	Hold	914	–	–	0.1%	35
2021 Q4	$223K	Hold	914	–	–	0.1%	40
2021 Q3	$221K	Buy	+914	New	+$227K	0.11%	44

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

O'Donnell Financial Services's IWB Position: Q1 2026 in Review

O'Donnell Financial Services held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 914 shares worth $326K. The position accounts for 0.11% of the portfolio, ranked #48.

O'Donnell Financial Services first reported a position in IWB in Q3 2021 and has held it in 16 quarters since. The position peaked at $345K in Q2 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

O'Donnell Financial Services held 914 shares of iShares Russell 1000 ETF worth $326K as of Q1 2026.
O'Donnell Financial Services left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.11% of O'Donnell Financial Services's portfolio in Q1 2026, its #48 holding.
O'Donnell Financial Services first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 16 quarters since.
O'Donnell Financial Services's iShares Russell 1000 ETF position peaked at $345K in Q2 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.