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Prosperity Consulting Group’s iShares Russell 1000 ETF IWB Stock Holding History

Prosperity Consulting 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
Q2 		$3.19M Buy
7,785
+1,381
+22% +$547K 0.12% 127
2026
Q1 		$2.28M Buy
6,404
+3,204
+100% +$1.19M 0.1% 145
2025
Q4 		$1.2M Buy
3,200
+591
+23% +$219K 0.05% 223
2025
Q3 		$954K Buy
2,609
+103
+4% +$36.3K 0.05% 253
2025
Q2 		$851K Sell
2,506
-130
-5% -$40.8K 0.06% 251
2025
Q1 		$809K Sell
2,636
-439
-14% -$142K 0.06% 249
2024
Q4 		$991K Sell
3,075
-14
-0.5% -$4.54K 0.07% 228
2024
Q3 		$971K Buy
3,089
+1,131
+58% +$343K 0.08% 232
2024
Q2 		$582K Sell
1,958
-30
-2% -$8.61K 0.08% 173
2024
Q1 		$572K Sell
1,988
-154
-7% -$42.2K 0.07% 179
2023
Q4 		$562K Buy
2,142
+5
+0.2% +$1.22K 0.19% 99
2023
Q3 		$502K Sell
2,137
-697
-25% -$171K 0.23% 90
2023
Q2 		$691K Sell
2,834
-276
-9% -$63.6K 0.42% 53
2023
Q1 		$701K Sell
3,110
-216
-6% -$47.5K 0.44% 56
2022
Q4 		$700K Buy
3,326
+592
+22% +$125K 0.47% 58
2022
Q3 		$539K Sell
2,734
-12
-0.4% -$2.63K 0.44% 56
2022
Q2 		$570K Buy
2,746
+146
+6% +$33K 0.49% 50
2022
Q1 		$650K Sell
2,600
-52
-2% -$12.8K 0.48% 51
2021
Q4 		$671K Buy
+2,652
New +$683K 0.5% 49

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 29.2% 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

Prosperity Consulting Group's IWB Position: Q2 2026 in Review

Prosperity Consulting Group increased its iShares Russell 1000 ETF (IWB) stake by 22% in Q2 2026, buying an estimated $547K and bringing the position to 7,785 shares worth $3.19M. The position accounts for 0.12% of the portfolio, ranked #127.

Prosperity Consulting Group first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Prosperity Consulting Group held 7,785 shares of iShares Russell 1000 ETF worth $3.19M as of Q2 2026.
  • Prosperity Consulting Group bought 1,381 iShares Russell 1000 ETF shares in Q2 2026, an estimated $547K.
  • iShares Russell 1000 ETF made up 0.12% of Prosperity Consulting Group's portfolio in Q2 2026, its #127 holding.
  • Prosperity Consulting Group first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.