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Parkwoods Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Parkwoods Wealth Partners’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 		$319K Buy
894
+1
+0.1% +$373 0.08% 80
2025
Q4 		$333K Buy
893
+2
+0.2% +$741 0.1% 76
2025
Q3 		$326K Sell
891
-101
-10% -$35.6K 0.11% 66
2025
Q2 		$337K Buy
+992
New +$311K 0.19% 47

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

Parkwoods Wealth Partners's IWB Position: Q1 2026 in Review

Parkwoods Wealth Partners increased its iShares Russell 1000 ETF (IWB) stake by 0.11% in Q1 2026, buying an estimated $373 and bringing the position to 894 shares worth $319K. The position accounts for 0.08% of the portfolio, ranked #80.

Parkwoods Wealth Partners first reported a position in IWB in Q2 2025 and has held it in 4 quarters since. The position peaked at $337K in Q2 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Parkwoods Wealth Partners held 894 shares of iShares Russell 1000 ETF worth $319K as of Q1 2026.
  • Parkwoods Wealth Partners bought 1 iShares Russell 1000 ETF share in Q1 2026, an estimated $373.
  • iShares Russell 1000 ETF made up 0.08% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #80 holding.
  • Parkwoods Wealth Partners first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • Parkwoods Wealth Partners's iShares Russell 1000 ETF position peaked at $337K in Q2 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.