Philip James Wealth Mangement’s iShares Russell 1000 ETF IWB Stock Holding History

Philip James Wealth Mangement’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	–	Sell	-2,331	Closed	-$870K	–	165
2025 Q4	$870K	Sell	2,331 -132	-5%	-$48.9K	0.1%	94
2025 Q3	$900K	Sell	2,463 -1,512	-38%	-$533K	0.11%	91
2025 Q2	$1.35M	Sell	3,975 -1	-0%	-$314	0.17%	77
2025 Q1	$1.22M	Sell	3,976 -71	-2%	-$23K	0.15%	78
2024 Q4	$1.3M	Hold	4,047	–	–	0.17%	76
2024 Q3	$1.27M	Buy	4,047 +14	+0.3%	+$4.24K	0.16%	73
2024 Q2	$1.2M	Buy	4,033 +10	+0.2%	+$2.87K	0.8%	23
2024 Q1	$1.16M	Sell	4,023 -32	-0.8%	-$8.77K	0.82%	24
2023 Q4	$1.06M	Buy	+4,055	New	+$993K	0.82%	22

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

Philip James Wealth Mangement's IWB Position: Q1 2026 in Review

Philip James Wealth Mangement sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 2,331 shares — an estimated $870K sold.

Philip James Wealth Mangement first reported a position in IWB in Q4 2023 and held it in 9 quarters. The position peaked at $1.35M in Q2 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Philip James Wealth Mangement reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
Philip James Wealth Mangement sold 2,331 iShares Russell 1000 ETF shares in Q1 2026, an estimated $870K.
Philip James Wealth Mangement first reported a position in iShares Russell 1000 ETF in Q4 2023 and held it in 9 quarters.
Philip James Wealth Mangement's iShares Russell 1000 ETF position peaked at $1.35M in Q2 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.