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Personal CFO Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Personal CFO Solutions’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 		$413K Buy
1,158
+227
+24% +$84.6K 0.06% 287
2025
Q4 		$348K Buy
+931
New +$345K 0.06% 313
2025
Q3 		– Sell
-1,306
Closed -$443K – 508
2025
Q2 		$443K Buy
1,306
+531
+69% +$167K 0.08% 244
2025
Q1 		$238K Buy
+775
New +$251K 0.05% 382
2024
Q2 		– Sell
-729
Closed -$210K – 574
2024
Q1 		$210K Sell
729
-740
-50% -$203K 0.03% 508
2023
Q4 		$385K Buy
1,469
+528
+56% +$129K 0.07% 307
2023
Q3 		$221K Buy
+941
New +$230K 0.04% 411
2023
Q1 		– Sell
-1,727
Closed -$364K – 492
2022
Q4 		$364K Buy
+1,727
New +$366K 0.08% 251
2022
Q3 		– Sell
-2,499
Closed -$519K – 444
2022
Q2 		$519K Buy
+2,499
New +$565K 0.12% 151
2022
Q1 		– Sell
-881
Closed -$233K – 495
2021
Q4 		$233K Buy
+881
New +$227K 0.04% 400
2020
Q2 		– Sell
-7,598
Closed -$1.07M – 337
2020
Q1 		$1.07M Buy
+7,598
New +$1.28M 0.39% 58

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

Personal CFO Solutions's IWB Position: Q1 2026 in Review

Personal CFO Solutions increased its iShares Russell 1000 ETF (IWB) stake by 24% in Q1 2026, buying an estimated $84.6K and bringing the position to 1,158 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #287.

Personal CFO Solutions first reported a position in IWB in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.07M in Q1 2020. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Personal CFO Solutions held 1,158 shares of iShares Russell 1000 ETF worth $413K as of Q1 2026.
  • Personal CFO Solutions bought 227 iShares Russell 1000 ETF shares in Q1 2026, an estimated $84.6K.
  • iShares Russell 1000 ETF made up 0.06% of Personal CFO Solutions's portfolio in Q1 2026, its #287 holding.
  • Personal CFO Solutions first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 11 quarters since.
  • Personal CFO Solutions's iShares Russell 1000 ETF position peaked at $1.07M in Q1 2020.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.