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Prospera Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Prospera Financial Services’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 		$6.31M Buy
15,403
+700
+5% +$277K 0.09% 236
2026
Q1 		$5.25M Buy
14,703
+345
+2% +$129K 0.08% 249
2025
Q4 		$5.37M Sell
14,358
-87
-0.6% -$32.2K 0.09% 232
2025
Q3 		$5.28M Buy
14,445
+1,143
+9% +$403K 0.09% 240
2025
Q2 		$4.52M Buy
13,302
+298
+2% +$93.5K 0.08% 244
2025
Q1 		$3.99M Buy
13,004
+24
+0.2% +$7.76K 0.09% 235
2024
Q4 		$4.19M Sell
12,980
-1,858
-13% -$602K 0.1% 225
2024
Q3 		$4.67M Buy
14,838
+665
+5% +$201K 0.12% 188
2024
Q2 		$4.22M Sell
14,173
-1,099
-7% -$316K 0.12% 192
2024
Q1 		$4.4M Buy
15,272
+1,842
+14% +$505K 0.13% 168
2023
Q4 		$3.52M Buy
13,430
+9,560
+247% +$2.34M 0.12% 201
2023
Q3 		$909K Buy
3,870
+201
+5% +$49.2K 0.04% 437
2023
Q2 		$894K Sell
3,669
-256
-7% -$59K 0.03% 448
2023
Q1 		$884K Sell
3,925
-107
-3% -$23.5K 0.04% 463
2022
Q4 		$849K Sell
4,032
-759
-16% -$161K 0.04% 401
2022
Q3 		$946K Buy
4,791
+821
+21% +$180K 0.05% 380
2022
Q2 		$825K Sell
3,970
-195
-5% -$44.1K 0.04% 408
2022
Q1 		$1.04M Sell
4,165
-471
-10% -$116K 0.04% 414
2021
Q4 		$1.23M Sell
4,636
-44
-0.9% -$11.3K 0.05% 360
2021
Q3 		$1.13M Sell
4,680
-317
-6% -$78.8K 0.06% 336
2021
Q2 		$1.21M Buy
4,997
+26
+0.5% +$6.13K 0.06% 341
2021
Q1 		$1.11M Buy
4,971
+2,001
+67% +$438K 0.07% 320
2020
Q4 		$630K Buy
2,970
+1,199
+68% +$239K 0.04% 377
2020
Q3 		$331K Buy
1,771
+481
+37% +$88.8K 0.13% 143
2020
Q2 		$222K Buy
+1,290
New +$209K 0.02% 519
2020
Q1 		– Sell
-1,787
Closed -$319K – 575
2019
Q4 		$319K Buy
1,787
+264
+17% +$45.1K 0.02% 469
2019
Q3 		$251K Buy
+1,523
New +$250K 0.03% 470

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prospera Financial Services's IWB Position: Q2 2026 in Review

Prospera Financial Services increased its iShares Russell 1000 ETF (IWB) stake by 4.8% in Q2 2026, buying an estimated $277K and bringing the position to 15,403 shares worth $6.31M. The position accounts for 0.09% of the portfolio, ranked #236.

Prospera Financial Services first reported a position in IWB in Q3 2019 and has held it in 27 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Prospera Financial Services held 15,403 shares of iShares Russell 1000 ETF worth $6.31M as of Q2 2026.
  • Prospera Financial Services bought 700 iShares Russell 1000 ETF shares in Q2 2026, an estimated $277K.
  • iShares Russell 1000 ETF made up 0.09% of Prospera Financial Services's portfolio in Q2 2026, its #236 holding.
  • Prospera Financial Services first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 27 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.