Prestige Wealth Management Group’s iShares Russell 1000 ETF IWB Stock Holding History

Prestige Wealth Management Group’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	$214K	Sell	600 -25	-4%	-$9.32K	0.04%	158
2025 Q4	$233K	Hold	625	–	–	0.04%	152
2025 Q3	$228K	Hold	625	–	–	0.04%	163
2025 Q2	$212K	Hold	625	–	–	0.04%	164
2025 Q1	$192K	Sell	625 -154	-20%	-$49.8K	0.04%	156
2024 Q4	$251K	Hold	779	–	–	0.05%	147
2024 Q3	$245K	Hold	779	–	–	0.05%	147
2024 Q2	$232K	Sell	779 -48	-6%	-$13.8K	0.05%	133
2024 Q1	$238K	Sell	827 -139	-14%	-$38.1K	0.05%	144
2023 Q4	$253K	Sell	966 -25	-3%	-$6.12K	0.06%	127
2023 Q3	$234K	Sell	991 -515	-34%	-$126K	0.06%	127
2023 Q2	$367K	Sell	1,506 -50	-3%	-$11.5K	0.09%	109
2023 Q1	$350K	Sell	1,556 -380	-20%	-$83.6K	0.09%	111
2022 Q4	$408K	Sell	1,936 -452	-19%	-$95.7K	0.11%	89
2022 Q3	$471K	Sell	2,388 -128	-5%	-$28.1K	0.13%	74
2022 Q2	$523K	Sell	2,516 -29	-1%	-$6.55K	0.14%	69
2022 Q1	$636K	Sell	2,545 -27	-1%	-$6.67K	0.16%	67
2021 Q4	$680K	Sell	2,572 -8	-0.3%	-$2.06K	0.16%	65
2021 Q3	$624K	Sell	2,580 -8	-0.3%	-$1.99K	0.16%	61
2021 Q2	$627K	Sell	2,588 -2	-0.1%	-$471	0.17%	58
2021 Q1	$580K	Sell	2,590 -43	-2%	-$9.41K	0.16%	59
2020 Q4	$558K	Sell	2,633 -249	-9%	-$49.7K	0.15%	68
2020 Q3	$539K	Sell	2,882 -285	-9%	-$52.6K	0.16%	67
2020 Q2	$544K	Sell	3,167 -730	-19%	-$118K	0.19%	54
2020 Q1	$552K	Sell	3,897 -10	-0.3%	-$1.69K	0.23%	45
2019 Q4	$697K	Sell	3,907 -121	-3%	-$20.6K	0.38%	47
2019 Q3	$663K	Sell	4,028 -115	-3%	-$18.9K	0.39%	43
2019 Q2	$674K	Sell	4,143 -875	-17%	-$140K	0.41%	40
2019 Q1	$789K	Sell	5,018 -231	-4%	-$34.9K	0.48%	37
2018 Q4	$728K	Buy	+5,249	New	+$785K	0.54%	39

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

Prestige Wealth Management Group's IWB Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its iShares Russell 1000 ETF (IWB) stake by 4% in Q1 2026, selling an estimated $9.32K and leaving 600 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #158.

Prestige Wealth Management Group first reported a position in IWB in Q4 2018 and has held it in 30 quarters since. The position peaked at $789K in Q1 2019. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Prestige Wealth Management Group held 600 shares of iShares Russell 1000 ETF worth $214K as of Q1 2026.
Prestige Wealth Management Group sold 25 iShares Russell 1000 ETF shares in Q1 2026, an estimated $9.32K.
iShares Russell 1000 ETF made up 0.04% of Prestige Wealth Management Group's portfolio in Q1 2026, its #158 holding.
Prestige Wealth Management Group first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 30 quarters since.
Prestige Wealth Management Group's iShares Russell 1000 ETF position peaked at $789K in Q1 2019.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.