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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 1,550 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.
1,550 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.