PFM
IWB icon

Phillips Financial Management’s iShares Russell 1000 ETF IWB Stock Holding History

Phillips Financial 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
Q1 		$3.6M Sell
10,087
-604
-6% -$225K 0.26% 57
2025
Q4 		$3.99M Buy
10,691
+12
+0.1% +$4.45K 0.26% 59
2025
Q3 		$3.9M Sell
10,679
-486
-4% -$171K 0.26% 60
2025
Q2 		$3.79M Sell
11,165
-31
-0.3% -$9.73K 0.28% 58
2025
Q1 		$3.43M Sell
11,196
-98
-0.9% -$31.7K 0.27% 60
2024
Q4 		$3.64M Sell
11,294
-60
-0.5% -$19.4K 0.29% 60
2024
Q3 		$3.57M Sell
11,354
-125
-1% -$37.9K 0.28% 59
2024
Q2 		$3.42M Sell
11,479
-198
-2% -$56.9K 0.28% 60
2024
Q1 		$3.36M Sell
11,677
-7
-0.1% -$1.92K 0.28% 62
2023
Q4 		$3.06M Sell
11,684
-58
-0.5% -$14.2K 0.27% 65
2023
Q3 		$2.76M Sell
11,742
-25
-0.2% -$6.12K 0.26% 67
2023
Q2 		$2.87M Sell
11,767
-161
-1% -$37.1K 0.27% 67
2023
Q1 		$2.69M Sell
11,928
-535
-4% -$118K 0.26% 67
2022
Q4 		$2.62M Sell
12,463
-39
-0.3% -$8.26K 0.27% 67
2022
Q3 		$2.47M Buy
12,502
+14
+0.1% +$3.07K 0.27% 66
2022
Q2 		$2.6M Buy
12,488
+38
+0.3% +$8.59K 0.28% 64
2022
Q1 		$3.11M Sell
12,450
-16
-0.1% -$3.95K 0.29% 58
2021
Q4 		$3.3M Sell
12,466
-285
-2% -$73.4K 0.32% 51
2021
Q3 		$3.08M Sell
12,751
-28
-0.2% -$6.96K 0.32% 52
2021
Q2 		$3.09M Sell
12,779
-206
-2% -$48.5K 0.32% 50
2021
Q1 		$2.91M Sell
12,985
-32
-0.2% -$7.01K 0.36% 48
2020
Q4 		$2.76M Sell
13,017
-53
-0.4% -$10.6K 0.38% 47
2020
Q3 		$2.45M Sell
13,070
-1,179
-8% -$218K 0.38% 49
2020
Q2 		$2.45M Hold
14,249
– – 0.4% 48
2020
Q1 		$1.93M Sell
14,249
-539
-4% -$91.1K 0.38% 48
2019
Q4 		$2.64M Sell
14,788
-148
-1% -$25.3K 0.43% 41
2019
Q3 		$2.46M Sell
14,936
-106
-0.7% -$17.4K 0.43% 40
2019
Q2 		$2.47M Sell
15,042
-460
-3% -$73.7K 0.45% 40
2019
Q1 		$2.47M Sell
15,502
-587
-4% -$88.7K 0.47% 38
2018
Q4 		$2.23M Sell
16,089
-53
-0.3% -$7.93K 0.48% 39
2018
Q3 		$2.62M Sell
16,142
-2,041
-11% -$324K 0.54% 33
2018
Q2 		$2.77M Sell
18,183
-228
-1% -$34.4K 0.59% 32
2018
Q1 		$2.67M Sell
18,411
-1,837
-9% -$279K 0.58% 32
2017
Q4 		$3.08M Sell
20,248
-122
-0.6% -$17.7K 0.65% 31
2017
Q3 		$2.85M Hold
20,370
– – 0.62% 31
2017
Q2 		$2.81M Sell
20,370
-16
-0.1% -$2.14K 0.64% 31
2017
Q1 		$2.64M Sell
20,386
-255
-1% -$33K 0.64% 31
2016
Q4 		$2.61M Sell
20,641
-525
-2% -$63.9K 0.65% 31
2016
Q3 		$2.51M Sell
21,166
-989
-4% -$119K 0.67% 31
2016
Q2 		$2.66M Sell
22,155
-106
-0.5% -$12.2K 0.71% 29
2016
Q1 		$2.55M Sell
22,261
-388
-2% -$41.9K 0.71% 30
2015
Q4 		$2.37M Hold
22,649
– – 0.72% 31
2015
Q3 		$2.5M Hold
22,649
– – 0.73% 31
2015
Q2 		$2.69M Sell
22,649
-702
-3% -$82.8K 0.74% 31
2015
Q1 		$2.75M Sell
23,351
-106
-0.5% -$12.2K 0.75% 32
2014
Q4 		$2.65M Sell
23,457
-461
-2% -$51.7K 0.76% 31
2014
Q3 		$2.54M Sell
23,918
-92
-0.4% -$10.2K 0.77% 32
2014
Q2 		$2.63M Hold
24,010
– – 0.79% 33
2014
Q1 		$2.5M Sell
24,010
-48
-0.2% -$4.94K 0.79% 32
2013
Q4 		$2.46M Buy
24,058
+60
+0.3% +$5.94K 0.82% 31
2013
Q3 		$2.27M Hold
23,998
– – 0.8% 31
2013
Q2 		$2.24M Buy
+23,998
New +$2.15M 0.82% 30

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

Phillips Financial Management's IWB Position: Q1 2026 in Review

Phillips Financial Management reduced its iShares Russell 1000 ETF (IWB) stake by 5.6% in Q1 2026, selling an estimated $225K and leaving 10,087 shares worth $3.6M. The position accounts for 0.26% of the portfolio, ranked #57.

Phillips Financial Management first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.99M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Phillips Financial Management held 10,087 shares of iShares Russell 1000 ETF worth $3.6M as of Q1 2026.
  • Phillips Financial Management sold 604 iShares Russell 1000 ETF shares in Q1 2026, an estimated $225K.
  • iShares Russell 1000 ETF made up 0.26% of Phillips Financial Management's portfolio in Q1 2026, its #57 holding.
  • Phillips Financial Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Phillips Financial Management's iShares Russell 1000 ETF position peaked at $3.99M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.