Plum Street Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Plum Street Advisors’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	$2.69M	Sell	7,544 -213	-3%	-$79.4K	0.93%	26
2025 Q4	$2.9M	Sell	7,757 -1,084	-12%	-$402K	1.03%	25
2025 Q3	$3.23M	Sell	8,841 -291	-3%	-$102K	1.25%	21
2025 Q2	$3.1M	Sell	9,132 -355	-4%	-$111K	1.37%	22
2025 Q1	$2.91M	Sell	9,487 -306	-3%	-$98.9K	1.4%	18
2024 Q4	$3.15M	Sell	9,793 -163	-2%	-$52.8K	1.56%	14
2024 Q3	$3.13M	Sell	9,956 -381	-4%	-$115K	1.58%	15
2024 Q2	$3.08M	Buy	10,337 +381	+4%	+$109K	1.79%	15
2024 Q1	$3.13M	Sell	9,956 -950	-9%	-$260K	1.58%	15
2023 Q4	$2.86M	Buy	+10,906	New	+$2.67M	1.9%	14

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

Plum Street Advisors's IWB Position: Q1 2026 in Review

Plum Street Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 2.7% in Q1 2026, selling an estimated $79.4K and leaving 7,544 shares worth $2.69M. The position accounts for 0.93% of the portfolio, ranked #26.

Plum Street Advisors first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.23M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Plum Street Advisors held 7,544 shares of iShares Russell 1000 ETF worth $2.69M as of Q1 2026.
Plum Street Advisors sold 213 iShares Russell 1000 ETF shares in Q1 2026, an estimated $79.4K.
iShares Russell 1000 ETF made up 0.93% of Plum Street Advisors's portfolio in Q1 2026, its #26 holding.
Plum Street Advisors first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Plum Street Advisors's iShares Russell 1000 ETF position peaked at $3.23M in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Plum Street Advisors's 13F filing for Q1 2026, filed 14 May 2026.