OneDigital Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.8M | Sell |
55,716
-5,455
| -9% | -$2.16M | 0.19% | 104 |
|
|
2026
Q1 | $21.8M | Sell |
61,171
-663
| -1% | -$247K | 0.21% | 94 |
|
|
2025
Q4 | $23.1M | Sell |
61,834
-606
| -1% | -$224K | 0.23% | 86 |
|
|
2025
Q3 | $22.8M | Sell |
62,440
-1,356
| -2% | -$478K | 0.23% | 87 |
|
|
2025
Q2 | $21.7M | Sell |
63,796
-382
| -0.6% | -$120K | 0.24% | 86 |
|
|
2025
Q1 | $19.7M | Sell |
64,178
-2,896
| -4% | -$936K | 0.23% | 89 |
|
|
2024
Q4 | $21.6M | Sell |
67,074
-2,322
| -3% | -$752K | 0.25% | 77 |
|
|
2024
Q3 | $21.8M | Sell |
69,396
-2,311
| -3% | -$700K | 0.25% | 78 |
|
|
2024
Q2 | $21.3M | Buy |
71,707
+17,081
| +31% | +$4.9M | 0.27% | 73 |
|
|
2024
Q1 | $15.7M | Buy |
54,626
+4,852
| +10% | +$1.33M | 0.25% | 90 |
|
|
2023
Q4 | $13.1M | Sell |
49,774
-12,930
| -21% | -$3.17M | 0.23% | 94 |
|
|
2023
Q3 | $14.7M | Sell |
62,704
-4,728
| -7% | -$1.16M | 0.32% | 71 |
|
|
2023
Q2 | $16.4M | Sell |
67,432
-365
| -0.5% | -$84.1K | 0.36% | 60 |
|
|
2023
Q1 | $15.3M | Buy |
67,797
+1,611
| +2% | +$355K | 0.36% | 58 |
|
|
2022
Q4 | $13.9M | Buy |
66,186
+52,089
| +370% | +$11M | 0.4% | 54 |
|
|
2022
Q3 | $2.78M | Buy |
14,097
+9,823
| +230% | +$2.15M | 0.1% | 147 |
|
|
2022
Q2 | $888K | Buy |
4,274
+5
| +0.1% | +$1.13K | 0.04% | 278 |
|
|
2022
Q1 | $1.07M | Buy |
4,269
+4
| +0.1% | +$988 | 0.04% | 260 |
|
|
2021
Q4 | $1.13M | Sell |
4,265
-633
| -13% | -$163K | 0.04% | 263 |
|
|
2021
Q3 | $1.18M | Hold |
4,898
| – | – | 0.05% | 236 |
|
|
2021
Q2 | $1.19M | Buy |
4,898
+8
| +0.2% | +$1.89K | 0.05% | 225 |
|
|
2021
Q1 | $1.09M | Buy |
4,890
+1,077
| +28% | +$236K | 0.05% | 227 |
|
|
2020
Q4 | $808K | Buy |
3,813
+470
| +14% | +$93.8K | 0.04% | 261 |
|
|
2020
Q3 | $626K | Sell |
3,343
-158
| -5% | -$29.2K | 0.04% | 272 |
|
|
2020
Q2 | $601K | Buy |
3,501
+11
| +0.3% | +$1.78K | 0.04% | 275 |
|
|
2020
Q1 | $494K | Hold |
3,490
| – | – | 0.04% | 283 |
|
|
2019
Q4 | $623K | Sell |
3,490
-33
| -0.9% | -$5.63K | 0.05% | 267 |
|
|
2019
Q3 | $580K | Sell |
3,523
-1,832
| -34% | -$301K | 0.05% | 249 |
|
|
2019
Q2 | $872K | Buy |
5,355
+1,960
| +58% | +$314K | 0.07% | 172 |
|
|
2019
Q1 | $534K | Buy |
3,395
+2,197
| +183% | +$332K | 0.08% | 165 |
|
|
2018
Q4 | $166K | Buy |
1,198
+13
| +1% | +$1.95K | 0.03% | 283 |
|
|
2018
Q3 | $192K | Buy |
1,185
+5
| +0.4% | +$794 | 0.05% | 188 |
|
|
2018
Q2 | $179K | Hold |
1,180
| – | – | 0.04% | 235 |
|
|
2018
Q1 | $173K | Buy |
1,180
+5
| +0.4% | +$760 | 0.04% | 243 |
|
|
2017
Q4 | $175K | Buy |
1,175
+10
| +0.9% | +$1.45K | 0.02% | 245 |
|
|
2017
Q3 | $163K | Buy |
1,165
+6
| +0.5% | +$823 | 0.06% | 162 |
|
|
2017
Q2 | $157K | Buy |
+1,159
| New | +$155K | 0.05% | 231 |
|
Other funds holding IWB
OneDigital Investment Advisors's IWB Position: Q2 2026 in Review
OneDigital Investment Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 8.9% in Q2 2026, selling an estimated $2.16M and leaving 55,716 shares worth $22.8M. The position accounts for 0.19% of the portfolio, ranked #104.
OneDigital Investment Advisors first reported a position in IWB in Q2 2017 and has held it in 37 quarters since. The position peaked at $23.1M in Q4 2025. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- OneDigital Investment Advisors held 55,716 shares of iShares Russell 1000 ETF worth $22.8M as of Q2 2026.
- OneDigital Investment Advisors sold 5,455 iShares Russell 1000 ETF shares in Q2 2026, an estimated $2.16M.
- iShares Russell 1000 ETF made up 0.19% of OneDigital Investment Advisors's portfolio in Q2 2026, its #104 holding.
- OneDigital Investment Advisors first reported a position in iShares Russell 1000 ETF in Q2 2017 and has held it in 37 quarters since.
- OneDigital Investment Advisors's iShares Russell 1000 ETF position peaked at $23.1M in Q4 2025.
- 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.