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 Q3	$434K	Buy	1,042 +15	+1%	+$6.24K	0.05%	309
2026 Q2	$421K	Sell	1,027 -25	-2%	-$9.9K	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 $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Partners Wealth Management's IWB Position: Q3 2026 in Review

Partners Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 1.5% in Q3 2026, buying an estimated $6.24K and bringing the position to 1,042 shares worth $434K. The position accounts for 0.05% of the portfolio, ranked #309.

Partners Wealth Management first reported a position in IWB in Q4 2024 and has held it in 8 quarters since. The position peaked at $505K in Q4 2025. 1,387 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Partners Wealth Management held 1,042 shares of iShares Russell 1000 ETF worth $434K as of Q3 2026.
Partners Wealth Management bought 15 iShares Russell 1000 ETF shares in Q3 2026, an estimated $6.24K.
iShares Russell 1000 ETF made up 0.05% of Partners Wealth Management's portfolio in Q3 2026, its #309 holding.
Partners Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 8 quarters since.
Partners Wealth Management's iShares Russell 1000 ETF position peaked at $505K in Q4 2025.
1,387 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.