Optimist Retirement Group’s iShares Russell 1000 ETF IWB Stock Holding History

Optimist Retirement Group’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	$1.23M	Sell	3,451 -91	-3%	-$33.9K	0.54%	44
2025 Q4	$1.32M	Hold	3,542	–	–	0.61%	39
2025 Q3	$1.29M	Hold	3,542	–	–	0.59%	44
2025 Q2	$1.2M	Buy	3,542 +102	+3%	+$32K	0.58%	44
2025 Q1	$1.06M	Hold	3,440	–	–	0.53%	44
2024 Q4	$1.11M	Hold	3,440	–	–	0.52%	39
2024 Q3	$1.08M	Hold	3,440	–	–	0.49%	46
2024 Q2	$1.02M	Buy	3,440 +2	+0.1%	+$574	0.54%	44
2024 Q1	$990K	Hold	3,438	–	–	0.51%	44
2023 Q4	$902K	Buy	+3,438	New	+$842K	0.59%	36

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

Optimist Retirement Group's IWB Position: Q1 2026 in Review

Optimist Retirement Group reduced its iShares Russell 1000 ETF (IWB) stake by 2.6% in Q1 2026, selling an estimated $33.9K and leaving 3,451 shares worth $1.23M. The position accounts for 0.54% of the portfolio, ranked #44.

Optimist Retirement Group first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.32M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Optimist Retirement Group held 3,451 shares of iShares Russell 1000 ETF worth $1.23M as of Q1 2026.
Optimist Retirement Group sold 91 iShares Russell 1000 ETF shares in Q1 2026, an estimated $33.9K.
iShares Russell 1000 ETF made up 0.54% of Optimist Retirement Group's portfolio in Q1 2026, its #44 holding.
Optimist Retirement Group first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Optimist Retirement Group's iShares Russell 1000 ETF position peaked at $1.32M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.