River Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

River Wealth Advisors’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	$2.28M	Hold	6,398	–	–	0.26%	74
2025 Q4	$2.39M	Hold	6,398	–	–	0.27%	74
2025 Q3	$2.34M	Buy	6,398 +379	+6%	+$133K	0.27%	76
2025 Q2	$2.04M	Hold	6,019	–	–	0.25%	80
2025 Q1	$1.85M	Hold	6,019	–	–	0.26%	79
2024 Q4	$1.94M	Buy	6,019 +39	+0.7%	+$12.6K	0.26%	82
2024 Q3	$1.88M	Hold	5,980	–	–	0.25%	89
2024 Q2	$1.78M	Hold	5,980	–	–	0.26%	87
2024 Q1	$1.72M	Sell	5,980 -126	-2%	-$34.5K	0.25%	89
2023 Q4	$1.6M	Hold	6,106	–	–	0.26%	88
2023 Q3	$1.43M	Buy	6,106 +126	+2%	+$30.8K	0.26%	89
2023 Q2	$1.46M	Hold	5,980	–	–	0.25%	97
2023 Q1	$1.35M	Hold	5,980	–	–	0.25%	99
2022 Q4	$1.26M	Sell	5,980 -160	-3%	-$33.9K	0.24%	97
2022 Q3	$1.21M	Hold	6,140	–	–	0.26%	91
2022 Q2	$1.28M	Hold	6,140	–	–	0.24%	98
2022 Q1	$1.53M	Hold	6,140	–	–	0.25%	91
2021 Q4	$1.62M	Hold	6,140	–	–	0.25%	90
2021 Q3	$1.48M	Hold	6,140	–	–	0.25%	93
2021 Q2	$1.49M	Hold	6,140	–	–	0.26%	91
2021 Q1	$1.37M	Sell	6,140 -45	-0.7%	-$9.85K	0.26%	91
2020 Q4	$1.31M	Hold	6,185	–	–	0.28%	86
2020 Q3	$1.16M	Hold	6,185	–	–	0.3%	88
2020 Q2	$1.06M	Buy	+6,185	New	+$1M	0.32%	85
2019 Q1	–	Sell	-205	Closed	-$28K	–	323
2018 Q4	$28K	Buy	+205	New	+$30.7K	0.01%	309

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

River Wealth Advisors's IWB Position: Q1 2026 in Review

River Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 6,398 shares worth $2.28M. The position accounts for 0.26% of the portfolio, ranked #74.

River Wealth Advisors first reported a position in IWB in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.39M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

River Wealth Advisors held 6,398 shares of iShares Russell 1000 ETF worth $2.28M as of Q1 2026.
River Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.26% of River Wealth Advisors's portfolio in Q1 2026, its #74 holding.
River Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 25 quarters since.
River Wealth Advisors's iShares Russell 1000 ETF position peaked at $2.39M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.