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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 1,550 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.
1,550 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.