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 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

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

One Advisory Partners's IWB Position: Q2 2026 in Review

One Advisory Partners reduced its iShares Russell 1000 ETF (IWB) stake by 0.75% in Q2 2026, selling an estimated $7.53K and leaving 2,521 shares worth $1.03M. The position accounts for 0.28% of the portfolio, ranked #35.

One Advisory Partners first reported a position in IWB in Q2 2022 and has held it in 17 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

One Advisory Partners held 2,521 shares of iShares Russell 1000 ETF worth $1.03M as of Q2 2026.
One Advisory Partners sold 19 iShares Russell 1000 ETF shares in Q2 2026, an estimated $7.53K.
iShares Russell 1000 ETF made up 0.28% of One Advisory Partners's portfolio in Q2 2026, its #35 holding.
One Advisory Partners first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.