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

Quadrant Private Wealth 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
Q2 		– Sell
-2,027
Closed -$723K – 225
2026
Q1 		$723K Sell
2,027
-9
-0.4% -$3.35K 0.11% 148
2025
Q4 		$760K Buy
2,036
+249
+14% +$92.2K 0.12% 135
2025
Q3 		$653K Sell
1,787
-17
-0.9% -$5.99K 0.12% 138
2025
Q2 		$613K Buy
1,804
+200
+12% +$62.8K 0.13% 133
2025
Q1 		$492K Buy
1,604
+929
+138% +$300K 0.12% 142
2024
Q4 		$218K Buy
675
+20
+3% +$6.48K 0.05% 225
2024
Q3 		$206K Buy
+655
New +$198K 0.05% 232
2024
Q1 		– Sell
-1,158
Closed -$304K – 240
2023
Q4 		$304K Buy
+1,158
New +$284K 0.08% 180
2020
Q1 		– Sell
-1,474
Closed -$263K – 157
2019
Q4 		$263K Sell
1,474
-22
-1% -$3.75K 0.24% 90
2019
Q3 		$246K Sell
1,496
-22
-1% -$3.61K 0.23% 89
2019
Q2 		$247K Buy
1,518
+6
+0.4% +$961 0.23% 90
2019
Q1 		$238K Buy
1,512
+5
+0.3% +$756 0.22% 93
2018
Q4 		$209K Buy
1,507
+13
+0.9% +$1.95K 0.22% 89
2018
Q3 		$242K Buy
1,494
+5
+0.3% +$794 0.21% 82
2018
Q2 		$226K Sell
1,489
-197
-12% -$29.7K 0.22% 81
2018
Q1 		$248K Buy
+1,686
New +$256K 0.32% 69

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

Quadrant Private Wealth Management's IWB Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 2,027 shares — an estimated $723K sold.

Quadrant Private Wealth Management first reported a position in IWB in Q1 2018 and held it in 16 quarters. The position peaked at $760K in Q4 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Quadrant Private Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 2,027 iShares Russell 1000 ETF shares in Q2 2026, an estimated $723K.
  • Quadrant Private Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2018 and held it in 16 quarters.
  • Quadrant Private Wealth Management's iShares Russell 1000 ETF position peaked at $760K in Q4 2025.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.