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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
Q2 		$2.37M Sell
5,784
-263
-4% -$104K 0.26% 68
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

One Wealth Advisors's IWB Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 4.3% in Q2 2026, selling an estimated $104K and leaving 5,784 shares worth $2.37M. The position accounts for 0.26% of the portfolio, ranked #68.

One Wealth Advisors first reported a position in IWB in Q4 2018 and has held it in 22 quarters since. The position peaked at $6.45M in Q4 2018. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • One Wealth Advisors held 5,784 shares of iShares Russell 1000 ETF worth $2.37M as of Q2 2026.
  • One Wealth Advisors sold 263 iShares Russell 1000 ETF shares in Q2 2026, an estimated $104K.
  • iShares Russell 1000 ETF made up 0.26% of One Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • One Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 22 quarters since.
  • One Wealth Advisors's iShares Russell 1000 ETF position peaked at $6.45M in Q4 2018.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.