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Operose Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Operose 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 		$419K Hold
1,022
– – 0.08% 109
2026
Q1 		$364K Buy
1,022
+258
+34% +$96.1K 0.08% 101
2025
Q4 		$285K Sell
764
-960
-56% -$356K 0.07% 120
2025
Q3 		$630K Buy
1,724
+1,410
+449% +$497K 0.16% 73
2025
Q2 		$107K Hold
314
– – 0.03% 178
2025
Q1 		$96.3K Buy
+314
New +$102K 0.03% 174

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

Operose Advisors's IWB Position: Q2 2026 in Review

Operose Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,022 shares worth $419K. The position accounts for 0.08% of the portfolio, ranked #109.

Operose Advisors first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. The position peaked at $630K in Q3 2025. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Operose Advisors held 1,022 shares of iShares Russell 1000 ETF worth $419K as of Q2 2026.
  • Operose Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.08% of Operose Advisors's portfolio in Q2 2026, its #109 holding.
  • Operose Advisors first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
  • Operose Advisors's iShares Russell 1000 ETF position peaked at $630K in Q3 2025.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.