OC
IWB icon

Oppenheimer & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Oppenheimer & Co’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 		$1.6M Sell
4,488
-13,789
-75% -$5.14M 0.02% 673
2025
Q4 		$6.83M Buy
18,277
+13,426
+277% +$4.97M 0.1% 236
2025
Q3 		$1.77M Sell
4,851
-194
-4% -$68.3K 0.02% 651
2025
Q2 		$1.71M Buy
5,045
+914
+22% +$287K 0.02% 627
2025
Q1 		$1.27M Buy
4,131
+174
+4% +$56.3K 0.02% 704
2024
Q4 		$1.27M Buy
3,957
+63
+2% +$20.4K 0.02% 700
2024
Q3 		$1.22M Buy
3,894
+210
+6% +$63.6K 0.02% 724
2024
Q2 		$1.1M Buy
3,684
+332
+10% +$95.3K 0.02% 734
2024
Q1 		$965K Sell
3,352
-169
-5% -$46.3K 0.02% 757
2023
Q4 		$923K Sell
3,521
-30
-0.8% -$7.34K 0.02% 735
2023
Q3 		$834K Sell
3,551
-100
-3% -$24.5K 0.02% 728
2023
Q2 		$890K Sell
3,651
-446
-11% -$103K 0.02% 748
2023
Q1 		$923K Buy
4,097
+8
+0.2% +$1.76K 0.02% 721
2022
Q4 		$861K Sell
4,089
-147
-3% -$31.1K 0.02% 732
2022
Q3 		$835K Buy
4,236
+503
+13% +$110K 0.02% 712
2022
Q2 		$775K Sell
3,733
-96
-3% -$21.7K 0.02% 773
2022
Q1 		$957K Buy
3,829
+776
+25% +$192K 0.02% 756
2021
Q4 		$807K Sell
3,053
-57
-2% -$14.7K 0.01% 862
2021
Q3 		$752K Sell
3,110
-225
-7% -$55.9K 0.01% 848
2021
Q2 		$807K Buy
3,335
+203
+6% +$47.8K 0.01% 834
2021
Q1 		$701K Hold
3,132
– – 0.01% 833
2020
Q4 		$663K Sell
3,132
-13
-0.4% -$2.6K 0.01% 786
2020
Q3 		$589K Buy
3,145
+273
+10% +$50.4K 0.01% 751
2020
Q2 		$493K Sell
2,872
-420
-13% -$68K 0.01% 809
2020
Q1 		$466K Sell
3,292
-293
-8% -$49.5K 0.01% 757
2019
Q4 		$640K Sell
3,585
-29
-0.8% -$4.95K 0.02% 753
2019
Q3 		$595K Sell
3,614
-125
-3% -$20.5K 0.02% 732
2019
Q2 		$609K Hold
3,739
– – 0.02% 741
2019
Q1 		$588K Buy
3,739
+1,208
+48% +$183K 0.02% 751
2018
Q4 		$351K Sell
2,531
-30
-1% -$4.49K 0.01% 868
2018
Q3 		$414K Sell
2,561
-156
-6% -$24.8K 0.01% 932
2018
Q2 		$413K Sell
2,717
-13
-0.5% -$1.96K 0.01% 948
2018
Q1 		$401K Buy
2,730
+140
+5% +$21.3K 0.01% 936
2017
Q4 		$385K Sell
2,590
-146
-5% -$21.1K 0.01% 961
2017
Q3 		$383K Sell
2,736
-132
-5% -$18.1K 0.01% 944
2017
Q2 		$388K Sell
2,868
-49
-2% -$6.54K 0.01% 925
2017
Q1 		$383K Sell
2,917
-70
-2% -$9.06K 0.01% 900
2016
Q4 		$372K Buy
2,987
+65
+2% +$7.91K 0.01% 916
2016
Q3 		$352K Sell
2,922
-105
-3% -$12.6K 0.01% 930
2016
Q2 		$354K Sell
3,027
-47
-2% -$5.42K 0.01% 909
2016
Q1 		$351K Sell
3,074
-166
-5% -$17.9K 0.01% 880
2015
Q4 		$367K Sell
3,240
-6
-0.2% -$686 0.01% 878
2015
Q3 		$347K Sell
3,246
-217
-6% -$24.6K 0.01% 938
2015
Q2 		$402K Buy
3,463
+65
+2% +$7.66K 0.01% 973
2015
Q1 		$394K Buy
+3,398
New +$392K 0.01% 982
2014
Q4 		– Sell
-3,891
Closed -$428K – 1442
2014
Q3 		$428K Sell
3,891
-59
-1% -$6.52K 0.01% 913
2014
Q2 		$435K Sell
3,950
-70
-2% -$7.45K 0.01% 901
2014
Q1 		$421K Sell
4,020
-1
-0% -$103 0.01% 893
2013
Q4 		$415K Buy
4,021
+401
+11% +$39.7K 0.01% 889
2013
Q3 		$341K Sell
3,620
-153
-4% -$14.3K 0.01% 915
2013
Q2 		$339K Buy
+3,773
New +$338K 0.01% 869

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Oppenheimer & Co's IWB Position: Q1 2026 in Review

Oppenheimer & Co reduced its iShares Russell 1000 ETF (IWB) stake by 75% in Q1 2026, selling an estimated $5.14M and leaving 4,488 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #673.

Oppenheimer & Co first reported a position in IWB in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.83M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Oppenheimer & Co held 4,488 shares of iShares Russell 1000 ETF worth $1.6M as of Q1 2026.
  • Oppenheimer & Co sold 13,789 iShares Russell 1000 ETF shares in Q1 2026, an estimated $5.14M.
  • iShares Russell 1000 ETF made up 0.02% of Oppenheimer & Co's portfolio in Q1 2026, its #673 holding.
  • Oppenheimer & Co first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 51 quarters since.
  • Oppenheimer & Co's iShares Russell 1000 ETF position peaked at $6.83M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.