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

Partners Wealth Management’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
Q2 		$421K Sell
1,027
-25
-2% -$9.91K 0.41% 64
2026
Q1 		$375K Sell
1,052
-300
-22% -$112K 0.39% 65
2025
Q4 		$505K Hold
1,352
– – 0.53% 48
2025
Q3 		$494K Hold
1,352
– – 0.49% 54
2025
Q2 		$416K Hold
1,352
– – 0.47% 57
2025
Q1 		$415K Hold
1,352
– – 0.47% 58
2024
Q4 		$436K Buy
+1,352
New +$438K 0.5% 56

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Partners Wealth Management's IWB Position: Q2 2026 in Review

Partners Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 2.4% in Q2 2026, selling an estimated $9.91K and leaving 1,027 shares worth $421K. The position accounts for 0.41% of the portfolio, ranked #64.

Partners Wealth Management first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $505K in Q4 2025. 460 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Partners Wealth Management held 1,027 shares of iShares Russell 1000 ETF worth $421K as of Q2 2026.
  • Partners Wealth Management sold 25 iShares Russell 1000 ETF shares in Q2 2026, an estimated $9.91K.
  • iShares Russell 1000 ETF made up 0.41% of Partners Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Partners Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Partners Wealth Management's iShares Russell 1000 ETF position peaked at $505K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.