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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Quadrant Private Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.44% in Q1 2026, selling an estimated $3.35K and leaving 2,027 shares worth $723K. The position accounts for 0.11% of the portfolio, ranked #148.

Quadrant Private Wealth Management first reported a position in IWB in Q1 2018 and has held it in 16 quarters since. The position peaked at $760K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Quadrant Private Wealth Management held 2,027 shares of iShares Russell 1000 ETF worth $723K as of Q1 2026.
  • Quadrant Private Wealth Management sold 9 iShares Russell 1000 ETF shares in Q1 2026, an estimated $3.35K.
  • iShares Russell 1000 ETF made up 0.11% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #148 holding.
  • Quadrant Private Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 16 quarters since.
  • Quadrant Private Wealth Management's iShares Russell 1000 ETF position peaked at $760K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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