PrairieView Wealth Partners
IWB icon

PrairieView Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

PrairieView Wealth 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
Q3 		$285K Hold
684
– – 0.2% 31
2026
Q2 		$280K Hold
684
– – 0.21% 26
2026
Q1 		$244K Hold
684
– – 0.2% 30
2025
Q4 		$255K Sell
684
-8
-1% -$2.96K 0.23% 29
2025
Q3 		$253K Hold
692
– – 0.24% 28
2025
Q2 		$235K Buy
+692
New +$217K 0.24% 28

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PrairieView Wealth Partners's IWB Position: Q3 2026 in Review

PrairieView Wealth Partners held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 684 shares worth $285K. The position accounts for 0.2% of the portfolio, ranked #31.

PrairieView Wealth Partners first reported a position in IWB in Q2 2025 and has held it in 6 quarters since. 1,225 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • PrairieView Wealth Partners held 684 shares of iShares Russell 1000 ETF worth $285K as of Q3 2026.
  • PrairieView Wealth Partners left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 0.2% of PrairieView Wealth Partners's portfolio in Q3 2026, its #31 holding.
  • PrairieView Wealth Partners first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,225 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on PrairieView Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.