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Regimen Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Regimen Wealth’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 		$1.33M Buy
3,255
+7
+0.2% +$2.77K 0.36% 31
2026
Q1 		$1.16M Sell
3,248
-15
-0.5% -$5.59K 0.34% 32
2025
Q4 		$1.22M Hold
3,263
– – 0.36% 36
2025
Q3 		$1.19M Buy
3,263
+8
+0.2% +$2.82K 0.35% 36
2025
Q2 		$1.11M Sell
3,255
-14
-0.4% -$4.39K 0.34% 36
2025
Q1 		$1M Buy
3,269
+115
+4% +$37.2K 0.32% 30
2024
Q4 		$1.02M Buy
3,154
+10
+0.3% +$3.24K 0.33% 30
2024
Q3 		$988K Buy
3,144
+11
+0.4% +$3.33K 0.32% 31
2024
Q2 		$932K Buy
3,133
+8
+0.3% +$2.3K 0.32% 31
2024
Q1 		$900K Buy
3,125
+9
+0.3% +$2.47K 0.31% 32
2023
Q4 		$817K Buy
3,116
+25
+0.8% +$6.12K 0.31% 31
2023
Q3 		$726K Hold
3,091
– – 0.3% 31
2023
Q2 		$753K Buy
3,091
+8
+0.3% +$1.84K 0.31% 32
2023
Q1 		$694K Buy
3,083
+12
+0.4% +$2.64K 0.3% 30
2022
Q4 		$647K Buy
+3,071
New +$650K 0.43% 27

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

Regimen Wealth's IWB Position: Q2 2026 in Review

Regimen Wealth increased its iShares Russell 1000 ETF (IWB) stake by 0.22% in Q2 2026, buying an estimated $2.77K and bringing the position to 3,255 shares worth $1.33M. The position accounts for 0.36% of the portfolio, ranked #31.

Regimen Wealth first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Regimen Wealth held 3,255 shares of iShares Russell 1000 ETF worth $1.33M as of Q2 2026.
  • Regimen Wealth bought 7 iShares Russell 1000 ETF shares in Q2 2026, an estimated $2.77K.
  • iShares Russell 1000 ETF made up 0.36% of Regimen Wealth's portfolio in Q2 2026, its #31 holding.
  • Regimen Wealth first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.