Proficio Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Proficio Capital 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 Q1	$531K	Hold	1,490	–	–	0.03%	166
2025 Q4	$556K	Hold	1,490	–	–	0.04%	156
2025 Q3	$545K	Hold	1,490	–	–	0.04%	122
2025 Q2	$506K	Hold	1,490	–	–	0.03%	245
2025 Q1	$457K	Hold	1,490	–	–	0.04%	224
2024 Q4	$480K	Hold	1,490	–	–	0.04%	201
2024 Q3	$468K	Hold	1,490	–	–	0.05%	158
2024 Q2	$443K	Sell	1,490 -30	-2%	-$8.61K	0.05%	186
2024 Q1	$438K	Buy	+1,520	New	+$417K	0.05%	184
2020 Q3	–	Sell	-2,242	Closed	-$385K	–	184
2020 Q2	$385K	Hold	2,242	–	–	0.08%	104
2020 Q1	$317K	Buy	+2,242	New	+$379K	0.08%	107
2017 Q1	–	Sell	-295	Closed	-$37K	–	1329
2016 Q4	$37K	Hold	295	–	–	0.02%	317
2016 Q3	$36K	Hold	295	–	–	0.02%	329
2016 Q2	$36K	Hold	295	–	–	0.02%	322
2016 Q1	$34K	Buy	+295	New	+$31.9K	0.03%	266

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

Proficio Capital Partners's IWB Position: Q1 2026 in Review

Proficio Capital Partners held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,490 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #166.

Proficio Capital Partners first reported a position in IWB in Q1 2016 and has held it in 15 quarters since. The position peaked at $556K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Proficio Capital Partners held 1,490 shares of iShares Russell 1000 ETF worth $531K as of Q1 2026.
Proficio Capital Partners left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.03% of Proficio Capital Partners's portfolio in Q1 2026, its #166 holding.
Proficio Capital Partners first reported a position in iShares Russell 1000 ETF in Q1 2016 and has held it in 15 quarters since.
Proficio Capital Partners's iShares Russell 1000 ETF position peaked at $556K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.