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Red Tortoise LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Red Tortoise LLC’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 		$2.79M Buy
7,837
+7
+0.1% +$2.61K 1.16% 20
2025
Q4 		$2.92M Sell
7,830
-285
-4% -$106K 1.24% 19
2025
Q3 		$2.97M Buy
8,115
+8
+0.1% +$2.82K 1.29% 19
2025
Q2 		$2.75M Buy
8,107
+8
+0.1% +$2.51K 1.33% 18
2025
Q1 		$2.48M Buy
8,099
+18
+0.2% +$5.82K 1.28% 18
2024
Q4 		$2.6M Sell
8,081
-572
-7% -$185K 1.35% 17
2024
Q3 		$2.72M Buy
8,653
+28
+0.3% +$8.48K 1.36% 16
2024
Q2 		$2.57M Buy
8,625
+21
+0.2% +$6.03K 1.38% 16
2024
Q1 		$2.48M Buy
8,604
+25
+0.3% +$6.85K 1.38% 16
2023
Q4 		$2.25M Buy
8,579
+67
+0.8% +$16.4K 1.27% 19
2023
Q3 		$2M Hold
8,512
– – 1.34% 18
2023
Q2 		$2.07M Buy
8,512
+17
+0.2% +$3.92K 1.3% 20
2023
Q1 		$1.91M Buy
8,495
+19
+0.2% +$4.18K 1.29% 19
2022
Q4 		$1.78M Buy
+8,476
New +$1.79M 1.24% 19
2022
Q2 		$1.76M Sell
8,482
-9
-0.1% -$2.03K 1.46% 22
2022
Q1 		$2.12M Sell
8,491
-10
-0.1% -$2.47K 1.61% 21
2021
Q4 		$2.25M Buy
8,501
+27
+0.3% +$6.95K 1.55% 21
2021
Q3 		$1.67M Buy
+8,474
New +$2.11M 1.31% 22

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

Red Tortoise LLC's IWB Position: Q1 2026 in Review

Red Tortoise LLC increased its iShares Russell 1000 ETF (IWB) stake by 0.09% in Q1 2026, buying an estimated $2.61K and bringing the position to 7,837 shares worth $2.79M. The position accounts for 1.16% of the portfolio, ranked #20.

Red Tortoise LLC first reported a position in IWB in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.97M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Red Tortoise LLC held 7,837 shares of iShares Russell 1000 ETF worth $2.79M as of Q1 2026.
  • Red Tortoise LLC bought 7 iShares Russell 1000 ETF shares in Q1 2026, an estimated $2.61K.
  • iShares Russell 1000 ETF made up 1.16% of Red Tortoise LLC's portfolio in Q1 2026, its #20 holding.
  • Red Tortoise LLC first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 18 quarters since.
  • Red Tortoise LLC's iShares Russell 1000 ETF position peaked at $2.97M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.