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Retirement Income Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Retirement Income Solutions’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 		$6.15M Hold
17,255
– – 1.06% 17
2026
Q1 		$6.15M Sell
17,255
-19
-0.1% -$7.08K 1.05% 17
2025
Q4 		$6.45M Sell
17,274
-2,024
-10% -$750K 1.09% 16
2025
Q3 		$7.05M Sell
19,298
-626
-3% -$220K 1.21% 14
2025
Q2 		$6.77M Sell
19,924
-178
-0.9% -$55.9K 1.24% 13
2025
Q1 		$6.17M Sell
20,102
-199
-1% -$64.3K 1.29% 14
2024
Q4 		$6.54M Sell
20,301
-451
-2% -$146K 1.32% 12
2024
Q3 		$6.52M Sell
20,752
-34
-0.2% -$10.3K 1.49% 11
2024
Q2 		$6.18M Sell
20,786
-734
-3% -$211K 1.49% 10
2024
Q1 		$6.2M Sell
21,520
-72
-0.3% -$19.7K 1.41% 12
2023
Q4 		$5.66M Sell
21,592
-459
-2% -$112K 1.41% 14
2023
Q3 		$5.18M Hold
22,051
– – 1.45% 13
2023
Q2 		$5.37M Sell
22,051
-568
-3% -$131K 1.44% 13
2023
Q1 		$5.09M Sell
22,619
-1,092
-5% -$240K 1.49% 13
2022
Q4 		$4.99M Sell
23,711
-70
-0.3% -$14.8K 1.59% 13
2022
Q3 		$4.76M Hold
23,781
– – 1.71% 13
2022
Q2 		$4.94M Sell
23,781
-158
-0.7% -$35.7K 1.76% 15
2022
Q1 		$5.99M Sell
23,939
-1,171
-5% -$289K 1.65% 11
2021
Q4 		$6.64M Sell
25,110
-202
-0.8% -$52K 1.78% 11
2021
Q3 		$6.12M Sell
25,312
-135
-0.5% -$33.6K 2.05% 13
2021
Q2 		$6.16M Sell
25,447
-2,024
-7% -$477K 2.11% 13
2021
Q1 		$6.15M Sell
27,471
-161
-0.6% -$35.3K 2.12% 12
2020
Q4 		$5.85M Buy
27,632
+1,032
+4% +$206K 2.12% 12
2020
Q3 		$4.98M Sell
26,600
-1,983
-7% -$366K 2.21% 12
2020
Q2 		$4.91M Buy
28,583
+27,139
+1,879% +$4.39M 2.07% 10
2020
Q1 		$204K Buy
+1,444
New +$244K 0.11% 69

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

Retirement Income Solutions's IWB Position: Q2 2026 in Review

Retirement Income Solutions held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 17,255 shares worth $6.15M. The position accounts for 1.06% of the portfolio, ranked #17.

Retirement Income Solutions first reported a position in IWB in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.05M in Q3 2025. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Retirement Income Solutions held 17,255 shares of iShares Russell 1000 ETF worth $6.15M as of Q2 2026.
  • Retirement Income Solutions left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 1.06% of Retirement Income Solutions's portfolio in Q2 2026, its #17 holding.
  • Retirement Income Solutions first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 26 quarters since.
  • Retirement Income Solutions's iShares Russell 1000 ETF position peaked at $7.05M in Q3 2025.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.