One Advisory Partners
IWB icon

One Advisory Partners’s iShares Russell 1000 ETF IWB Stock Holding History

One Advisory 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 		$1.02M Sell
2,447
-74
-3% -$30.8K 0.28% 37
2026
Q2 		$1.03M Sell
2,521
-19
-0.7% -$7.53K 0.28% 35
2026
Q1 		$906K Buy
2,540
+5
+0.2% +$1.86K 0.28% 34
2025
Q4 		$947K Sell
2,535
-7
-0.3% -$2.59K 0.29% 33
2025
Q3 		$925K Sell
2,542
-7
-0.3% -$2.47K 0.28% 31
2025
Q2 		$888K Buy
2,549
+128
+5% +$40.2K 0.3% 29
2025
Q1 		$743K Buy
2,421
+216
+10% +$69.8K 0.32% 28
2024
Q4 		$710K Sell
2,205
-137
-6% -$44.4K 0.32% 27
2024
Q3 		$736K Sell
2,342
-63
-3% -$19.1K 0.32% 25
2024
Q2 		$716K Sell
2,405
-700
-23% -$201K 0.33% 27
2024
Q1 		$894K Sell
3,105
-143
-4% -$39.2K 0.44% 26
2023
Q4 		$852K Sell
3,248
-92
-3% -$22.5K 0.45% 26
2023
Q3 		$785K Sell
3,340
-258
-7% -$63.2K 0.46% 25
2023
Q2 		$877K Sell
3,598
-159
-4% -$36.6K 0.49% 24
2023
Q1 		$846K Buy
3,757
+65
+2% +$14.3K 0.5% 22
2022
Q4 		$777K Sell
3,692
-978
-21% -$207K 0.5% 28
2022
Q3 		$922K Sell
4,670
-67
-1% -$14.7K 0.64% 25
2022
Q2 		$984K Buy
+4,737
New +$1.07M 0.65% 26

Other funds holding IWB

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

One Advisory Partners's IWB Position: Q3 2026 in Review

One Advisory Partners reduced its iShares Russell 1000 ETF (IWB) stake by 2.9% in Q3 2026, selling an estimated $30.8K and leaving 2,447 shares worth $1.02M. The position accounts for 0.28% of the portfolio, ranked #37.

One Advisory Partners first reported a position in IWB in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.03M in Q2 2026. 491 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • One Advisory Partners held 2,447 shares of iShares Russell 1000 ETF worth $1.02M as of Q3 2026.
  • One Advisory Partners sold 74 iShares Russell 1000 ETF shares in Q3 2026, an estimated $30.8K.
  • iShares Russell 1000 ETF made up 0.28% of One Advisory Partners's portfolio in Q3 2026, its #37 holding.
  • One Advisory Partners first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 18 quarters since.
  • One Advisory Partners's iShares Russell 1000 ETF position peaked at $1.03M in Q2 2026.
  • 491 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.