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Oxford Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Oxford Financial 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 		$9.55M Sell
26,770
-2,961
-10% -$1.1M 0.51% 25
2025
Q4 		$11.1M Sell
29,731
-78
-0.3% -$28.9K 0.61% 23
2025
Q3 		$10.9M Sell
29,809
-241
-0.8% -$84.9K 0.62% 23
2025
Q2 		$10.2M Sell
30,050
-400
-1% -$126K 0.61% 25
2025
Q1 		$9.34M Sell
30,450
-1,827
-6% -$591K 0.66% 24
2024
Q4 		$10.4M Sell
32,277
-478
-1% -$155K 0.67% 23
2024
Q3 		$10.3M Sell
32,755
-3,503
-10% -$1.06M 0.65% 23
2024
Q2 		$10.8M Buy
36,258
+240
+0.7% +$68.9K 0.71% 23
2024
Q1 		$10.4M Sell
36,018
-4,890
-12% -$1.34M 0.72% 22
2023
Q4 		$10.7M Sell
40,908
-441
-1% -$108K 0.79% 23
2023
Q3 		$9.71M Sell
41,349
-628
-1% -$154K 0.84% 20
2023
Q2 		$10.2M Sell
41,977
-942
-2% -$217K 0.97% 17
2023
Q1 		$9.67M Buy
42,919
+16,481
+62% +$3.63M 1.08% 18
2022
Q4 		$5.57M Hold
26,438
– – 0.65% 23
2022
Q3 		$5.22M Sell
26,438
-140
-0.5% -$30.7K 0.79% 21
2022
Q2 		$5.52M Buy
26,578
+9,687
+57% +$2.19M 0.81% 20
2022
Q1 		$4.22M Sell
16,891
-2,773
-14% -$685K 0.54% 24
2021
Q4 		$5.2M Sell
19,664
-13,203
-40% -$3.4M 0.58% 23
2021
Q3 		$7.94M Sell
32,867
-2,547
-7% -$633K 1.01% 18
2021
Q2 		$8.57M Buy
35,414
+83
+0.2% +$19.6K 1.15% 15
2021
Q1 		$7.91M Hold
35,331
– – 1.1% 17
2020
Q4 		$7.49M Buy
35,331
+1,998
+6% +$399K 1.08% 17
2020
Q3 		$6.24M Sell
33,333
-780
-2% -$144K 1.01% 18
2020
Q2 		$5.86M Sell
34,113
-222
-0.6% -$35.9K 0.99% 18
2020
Q1 		$4.86M Hold
34,335
– – 0.97% 19
2019
Q4 		$6.13M Buy
34,335
+4,884
+17% +$833K 1.7% 13
2019
Q3 		$4.85M Hold
29,451
– – 1.53% 13
2019
Q2 		$4.79M Hold
29,451
– – 1.57% 14
2019
Q1 		$4.63M Hold
29,451
– – 1.66% 14
2018
Q4 		$4.08M Sell
29,451
-153
-0.5% -$22.9K 1.33% 16
2018
Q3 		$4.79M Sell
29,604
-465
-2% -$73.8K 2.23% 9
2018
Q2 		$4.57M Buy
30,069
+1,672
+6% +$252K 2.35% 9
2018
Q1 		$4.17M Sell
28,397
-4,884
-15% -$742K 2.39% 9
2017
Q4 		$4.95M Buy
33,281
+1,632
+5% +$236K 3.38% 8
2017
Q3 		$4.43M Buy
31,649
+975
+3% +$134K 3.03% 8
2017
Q2 		$4.15M Hold
30,674
– – 3.19% 7
2017
Q1 		$4.03M Hold
30,674
– – 3.5% 6
2016
Q4 		$3.82M Buy
+30,674
New +$3.73M 3.52% 7

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

Oxford Financial Group's IWB Position: Q1 2026 in Review

Oxford Financial Group reduced its iShares Russell 1000 ETF (IWB) stake by 10% in Q1 2026, selling an estimated $1.1M and leaving 26,770 shares worth $9.55M. The position accounts for 0.51% of the portfolio, ranked #25.

Oxford Financial Group first reported a position in IWB in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.1M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Oxford Financial Group held 26,770 shares of iShares Russell 1000 ETF worth $9.55M as of Q1 2026.
  • Oxford Financial Group sold 2,961 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.1M.
  • iShares Russell 1000 ETF made up 0.51% of Oxford Financial Group's portfolio in Q1 2026, its #25 holding.
  • Oxford Financial Group first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 38 quarters since.
  • Oxford Financial Group's iShares Russell 1000 ETF position peaked at $11.1M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.