Precedent Wealth Partners
IWB icon

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
Q3 		$3.87M Sell
9,289
-157
-2% -$65.3K 0.59% 51
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

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

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

Precedent Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 1.7% in Q3 2026, selling an estimated $65.3K and leaving 9,289 shares worth $3.87M. The position accounts for 0.59% of the portfolio, ranked #51.

Precedent Wealth Partners first reported a position in IWB in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.27M in Q1 2025. 514 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Precedent Wealth Partners held 9,289 shares of iShares Russell 1000 ETF worth $3.87M as of Q3 2026.
  • Precedent Wealth Partners sold 157 iShares Russell 1000 ETF shares in Q3 2026, an estimated $65.3K.
  • iShares Russell 1000 ETF made up 0.59% of Precedent Wealth Partners's portfolio in Q3 2026, its #51 holding.
  • Precedent Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 12 quarters since.
  • Precedent Wealth Partners's iShares Russell 1000 ETF position peaked at $4.27M in Q1 2025.
  • 514 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.