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

Precedent 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
Q2 		$3.87M Sell
9,446
-187
-2% -$74.1K 0.64% 50
2026
Q1 		$3.43M Sell
9,633
-333
-3% -$124K 0.69% 45
2025
Q4 		$3.72M Sell
9,966
-1,369
-12% -$507K 0.78% 34
2025
Q3 		$4.14M Sell
11,335
-888
-7% -$313K 0.91% 27
2025
Q2 		$4.15M Sell
12,223
-1,711
-12% -$537K 1.02% 24
2025
Q1 		$4.27M Buy
13,934
+867
+7% +$280K 1.19% 21
2024
Q4 		$4.21M Buy
13,067
+1,111
+9% +$360K 1.37% 18
2024
Q3 		$3.76M Buy
11,956
+3,765
+46% +$1.14M 1.24% 18
2024
Q2 		$2.44M Buy
8,191
+2,057
+34% +$591K 0.98% 25
2024
Q1 		$1.77M Buy
6,134
+2,062
+51% +$565K 0.76% 31
2023
Q4 		$1.07M Buy
+4,072
New +$997K 0.54% 41

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Precedent Wealth Partners's IWB Position: Q2 2026 in Review

Precedent Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 1.9% in Q2 2026, selling an estimated $74.1K and leaving 9,446 shares worth $3.87M. The position accounts for 0.64% of the portfolio, ranked #50.

Precedent Wealth Partners first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.27M in Q1 2025. 413 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Precedent Wealth Partners held 9,446 shares of iShares Russell 1000 ETF worth $3.87M as of Q2 2026.
  • Precedent Wealth Partners sold 187 iShares Russell 1000 ETF shares in Q2 2026, an estimated $74.1K.
  • iShares Russell 1000 ETF made up 0.64% of Precedent Wealth Partners's portfolio in Q2 2026, its #50 holding.
  • Precedent Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Precedent Wealth Partners's iShares Russell 1000 ETF position peaked at $4.27M in Q1 2025.
  • 413 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.