Private Wealth Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Private Wealth Asset Management’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	$109K	Hold	307	–	–	0.01%	319
2025 Q4	$115K	Sell	307 -34	-10%	-$12.6K	0.01%	315
2025 Q3	$125K	Hold	341	–	–	0.01%	281
2025 Q2	$116K	Buy	341 +225	+194%	+$70.6K	0.02%	295
2025 Q1	$35.6K	Buy	+116	New	+$37.5K	0.01%	430

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

Private Wealth Asset Management's IWB Position: Q1 2026 in Review

Private Wealth Asset Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 307 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #319.

Private Wealth Asset Management first reported a position in IWB in Q1 2025 and has held it in 5 quarters since. The position peaked at $125K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Private Wealth Asset Management held 307 shares of iShares Russell 1000 ETF worth $109K as of Q1 2026.
Private Wealth Asset Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #319 holding.
Private Wealth Asset Management first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's iShares Russell 1000 ETF position peaked at $125K in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.