Osaic Holdings
IWB icon

Osaic Holdings’s iShares Russell 1000 ETF IWB Stock Holding History

Osaic Holdings’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 		$73.7M Buy
206,661
+21,440
+12% +$7.99M 0.11% 196
2025
Q4 		$69.2M Buy
185,221
+7,022
+4% +$2.6M 0.1% 199
2025
Q3 		$64.1M Buy
178,199
+14,653
+9% +$5.16M 0.09% 221
2025
Q2 		$55.6M Buy
163,546
+18,938
+13% +$5.94M 0.1% 199
2025
Q1 		$44.4M Buy
144,608
+29,141
+25% +$9.42M 0.1% 203
2024
Q4 		$37.2M Buy
115,467
+806
+0.7% +$261K 0.08% 240
2024
Q3 		$36.1M Sell
114,661
-86
-0.1% -$26K 0.08% 246
2024
Q2 		$34.2M Sell
114,747
-27,359
-19% -$7.86M 0.08% 241
2024
Q1 		$40.9M Sell
142,106
-406,507
-74% -$111M 0.09% 214
2023
Q4 		$144M Sell
548,613
-187,128
-25% -$45.8M 0.25% 83
2023
Q3 		$173M Buy
735,741
+113,222
+18% +$27.7M 0.26% 86
2023
Q2 		$152M Sell
622,519
-40,975
-6% -$9.44M 0.27% 81
2023
Q1 		$150M Sell
663,494
-116,170
-15% -$25.6M 0.28% 77
2022
Q4 		$164M Buy
779,664
+10,334
+1% +$2.19M 0.33% 59
2022
Q3 		$152M Sell
769,330
-368
-0% -$80.7K 0.35% 51
2022
Q2 		$160M Buy
769,698
+51,115
+7% +$11.6M 0.35% 48
2022
Q1 		$166M Sell
718,583
-41,427
-5% -$10.2M 0.32% 52
2021
Q4 		$201M Sell
760,010
-902
-0.1% -$232K 0.38% 45
2021
Q3 		$184M Buy
760,912
+25,750
+4% +$6.4M 0.38% 43
2021
Q2 		$178M Buy
735,162
+168,946
+30% +$39.8M 0.39% 43
2021
Q1 		$127M Buy
566,216
+367,205
+185% +$80.4M 0.31% 72
2020
Q4 		$42.2M Buy
199,011
+71,075
+56% +$14.2M 0.11% 185
2020
Q3 		$23.9M Buy
127,936
+474
+0.4% +$87.5K 0.07% 255
2020
Q2 		$21.9M Sell
127,462
-87,307
-41% -$14.1M 0.07% 255
2020
Q1 		$22.4M Buy
+214,769
New +$36.3M 0.09% 220

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

Osaic Holdings's IWB Position: Q1 2026 in Review

Osaic Holdings increased its iShares Russell 1000 ETF (IWB) stake by 12% in Q1 2026, buying an estimated $7.99M and bringing the position to 206,661 shares worth $73.7M. The position accounts for 0.11% of the portfolio, ranked #196.

Osaic Holdings first reported a position in IWB in Q1 2020 and has held it in 25 quarters since. The position peaked at $201M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Osaic Holdings held 206,661 shares of iShares Russell 1000 ETF worth $73.7M as of Q1 2026.
  • Osaic Holdings bought 21,440 iShares Russell 1000 ETF shares in Q1 2026, an estimated $7.99M.
  • iShares Russell 1000 ETF made up 0.11% of Osaic Holdings's portfolio in Q1 2026, its #196 holding.
  • Osaic Holdings first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's iShares Russell 1000 ETF position peaked at $201M in Q4 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.