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Redwood Wealth Management Group’s iShares Russell 1000 ETF IWB Stock Holding History

Redwood Wealth Management 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
Q1 		$332K Sell
930
-36
-4% -$13.4K 0.14% 123
2025
Q4 		$361K Sell
966
-197
-17% -$73K 0.15% 119
2025
Q3 		$425K Sell
1,163
-20
-2% -$7.04K 0.18% 110
2025
Q2 		$402K Hold
1,183
– – 0.18% 114
2025
Q1 		$363K Sell
1,183
-60
-5% -$19.4K 0.18% 110
2024
Q4 		$400K Sell
1,243
-12
-1% -$3.89K 0.2% 108
2024
Q3 		$395K Sell
1,255
-81
-6% -$24.5K 0.2% 108
2024
Q2 		$398K Sell
1,336
-29
-2% -$8.33K 0.3% 77
2024
Q1 		$393K Sell
1,365
-249
-15% -$68.2K 0.42% 73
2023
Q4 		$423K Sell
1,614
-236
-13% -$57.8K 0.47% 66
2023
Q3 		$435K Sell
1,850
-26
-1% -$6.37K 0.51% 62
2023
Q2 		$457K Sell
1,876
-38
-2% -$8.75K 0.51% 60
2023
Q1 		$431K Sell
1,914
-44
-2% -$9.68K 0.49% 61
2022
Q4 		$412K Buy
+1,958
New +$414K 0.51% 56

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

Redwood Wealth Management Group's IWB Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its iShares Russell 1000 ETF (IWB) stake by 3.7% in Q1 2026, selling an estimated $13.4K and leaving 930 shares worth $332K. The position accounts for 0.14% of the portfolio, ranked #123.

Redwood Wealth Management Group first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $457K in Q2 2023. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Redwood Wealth Management Group held 930 shares of iShares Russell 1000 ETF worth $332K as of Q1 2026.
  • Redwood Wealth Management Group sold 36 iShares Russell 1000 ETF shares in Q1 2026, an estimated $13.4K.
  • iShares Russell 1000 ETF made up 0.14% of Redwood Wealth Management Group's portfolio in Q1 2026, its #123 holding.
  • Redwood Wealth Management Group first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Redwood Wealth Management Group's iShares Russell 1000 ETF position peaked at $457K in Q2 2023.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.