&Partners’s iShares Russell 1000 ETF IWB Stock Holding History

&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	$11.8M	Sell	32,819 -15,002	-31%	-$5.59M	0.06%	294
2025 Q4	$18M	Sell	47,821 -31,586	-40%	-$11.7M	0.09%	191
2025 Q3	$29.1M	Buy	79,407 +1,822	+2%	+$642K	0.19%	108
2025 Q2	$26.2M	Buy	77,585 +2,530	+3%	+$794K	0.2%	109
2025 Q1	$22.9M	Buy	75,055 +48,975	+188%	+$15.8M	0.24%	91
2024 Q4	$8.48M	Buy	26,080 +11,531	+79%	+$3.74M	0.1%	197
2024 Q3	$4.62M	Buy	14,549 +489	+3%	+$148K	0.09%	217
2024 Q2	$4.18M	Buy	14,060 +3,086	+28%	+$886K	0.18%	126
2024 Q1	$3.15M	Sell	10,974 -50,100	-82%	-$13.7M	0.43%	46
2023 Q4	$16M	Buy	+61,074	New	+$15M	3.89%	3

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

&Partners's IWB Position: Q1 2026 in Review

&Partners reduced its iShares Russell 1000 ETF (IWB) stake by 31% in Q1 2026, selling an estimated $5.59M and leaving 32,819 shares worth $11.8M. The position accounts for 0.06% of the portfolio, ranked #294.

&Partners first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $29.1M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

&Partners held 32,819 shares of iShares Russell 1000 ETF worth $11.8M as of Q1 2026.
&Partners sold 15,002 iShares Russell 1000 ETF shares in Q1 2026, an estimated $5.59M.
iShares Russell 1000 ETF made up 0.06% of &Partners's portfolio in Q1 2026, its #294 holding.
&Partners first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
&Partners's iShares Russell 1000 ETF position peaked at $29.1M in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.