One Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

One Wealth Advisors’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	$2.16M	Sell	6,047 -1,106	-15%	-$412K	0.27%	66
2025 Q4	$2.67M	Buy	7,153 +498	+7%	+$184K	0.33%	57
2025 Q3	$2.43M	Sell	6,655 -142	-2%	-$50K	0.31%	60
2025 Q2	$2.31M	Buy	6,797 +336	+5%	+$105K	0.32%	60
2025 Q1	$1.98M	Sell	6,461 -2,433	-27%	-$787K	0.3%	62
2024 Q4	$2.87M	Buy	8,894 +5,322	+149%	+$1.72M	0.43%	46
2024 Q3	$1.12M	Sell	3,572 -9	-0.3%	-$2.73K	0.17%	75
2024 Q2	$1.05M	Buy	3,581 +335	+10%	+$96.2K	0.22%	59
2024 Q1	$935K	Sell	3,246 -6,566	-67%	-$1.8M	0.16%	79
2023 Q4	$2.57M	Buy	9,812 +5,977	+156%	+$1.46M	0.5%	41
2023 Q3	$901K	Buy	3,835 +50	+1%	+$12.2K	0.2%	68
2023 Q2	$923K	Sell	3,785 -41	-1%	-$9.44K	0.19%	67
2023 Q1	$862K	Sell	3,826 -14,674	-79%	-$3.23M	0.2%	70
2022 Q4	$3.89M	Buy	18,500 +14,095	+320%	+$2.98M	0.89%	27
2022 Q3	$869K	Buy	4,405 +788	+22%	+$173K	0.28%	50
2022 Q2	$751K	Buy	3,617 +2,512	+227%	+$568K	0.2%	65
2022 Q1	$276K	Sell	1,105 -6,241	-85%	-$1.54M	0.07%	159
2021 Q4	$1.94M	Buy	+7,346	New	+$1.89M	0.49%	39
2021 Q1	–	Sell	-2,923	Closed	-$619K	–	161
2020 Q4	$619K	Buy	+2,923	New	+$583K	0.34%	27
2020 Q1	–	Sell	-9,215	Closed	-$1.64M	–	117
2019 Q4	$1.64M	Buy	+9,215	New	+$1.57M	1.21%	9
2019 Q1	–	Sell	-46,490	Closed	-$6.45M	–	573
2018 Q4	$6.45M	Buy	+46,490	New	+$6.95M	6.42%	5

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

One Wealth Advisors's IWB Position: Q1 2026 in Review

One Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 15% in Q1 2026, selling an estimated $412K and leaving 6,047 shares worth $2.16M. The position accounts for 0.27% of the portfolio, ranked #66.

One Wealth Advisors first reported a position in IWB in Q4 2018 and has held it in 21 quarters since. The position peaked at $6.45M in Q4 2018. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

One Wealth Advisors held 6,047 shares of iShares Russell 1000 ETF worth $2.16M as of Q1 2026.
One Wealth Advisors sold 1,106 iShares Russell 1000 ETF shares in Q1 2026, an estimated $412K.
iShares Russell 1000 ETF made up 0.27% of One Wealth Advisors's portfolio in Q1 2026, its #66 holding.
One Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 21 quarters since.
One Wealth Advisors's iShares Russell 1000 ETF position peaked at $6.45M in Q4 2018.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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