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Resolute Wealth Advisor’s iShares Russell 1000 ETF IWB Stock Holding History

Resolute Wealth Advisor’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 		$937K Buy
+2,629
New +$980K 0.53% 34
2025
Q2 		$937K Buy
+2,629
New +$825K 0.53% 34

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Resolute Wealth Advisor's IWB Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2026: 2,629 shares worth $937K. The stake represents 0.53% of the portfolio and ranks #34 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in IWB as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in IWB in Q2 2025 and has held it in 2 quarters since. 1,470 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Resolute Wealth Advisor held 2,629 shares of iShares Russell 1000 ETF worth $937K as of Q1 2026.
  • iShares Russell 1000 ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • iShares Russell 1000 ETF made up 0.53% of Resolute Wealth Advisor's portfolio in Q1 2026, its #34 holding.
  • Resolute Wealth Advisor first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,470 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.