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Riverpoint Wealth Management Holdings’s iShares Russell 1000 ETF IWB Stock Holding History

Riverpoint Wealth Management Holdings’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 		$2.73M Buy
7,659
+18
+0.2% +$6.71K 0.58% 18
2025
Q4 		$2.85M Buy
7,641
+69
+0.9% +$25.6K 0.61% 17
2025
Q3 		$2.77M Sell
7,572
-1,426
-16% -$502K 0.61% 19
2025
Q2 		$3.06M Buy
8,998
+22
+0.2% +$6.91K 0.72% 17
2025
Q1 		$2.75M Buy
8,976
+25
+0.3% +$8.08K 0.71% 17
2024
Q4 		$2.88M Sell
8,951
-1,769
-17% -$573K 0.75% 17
2024
Q3 		$3.37M Buy
10,720
+36
+0.3% +$10.9K 0.86% 16
2024
Q2 		$3.18M Buy
10,684
+27
+0.3% +$7.75K 0.88% 16
2024
Q1 		$3.07M Buy
10,657
+32
+0.3% +$8.77K 0.85% 16
2023
Q4 		$2.79M Buy
10,625
+84
+0.8% +$20.6K 0.82% 16
2023
Q3 		$2.48M Hold
10,541
– – 0.82% 15
2023
Q2 		$2.57M Sell
10,541
-1,875
-15% -$432K 0.81% 15
2023
Q1 		$2.8M Buy
12,416
+47
+0.4% +$10.3K 0.97% 14
2022
Q4 		$2.6M Sell
12,369
-335
-3% -$70.9K 0.96% 14
2022
Q3 		$2.51M Hold
12,704
– – 1.07% 14
2022
Q2 		$2.64M Buy
12,704
+38
+0.3% +$8.59K 1.06% 14
2022
Q1 		$3.17M Buy
12,666
+38
+0.3% +$9.38K 1.1% 14
2021
Q4 		$3.34M Buy
12,628
+38
+0.3% +$9.78K 1.13% 14
2021
Q3 		$3.04M Buy
12,590
+43
+0.3% +$10.7K 1.07% 14
2021
Q2 		$3.04M Buy
12,547
+28
+0.2% +$6.6K 0.84% 20
2021
Q1 		$2.8M Buy
12,519
+40
+0.3% +$8.76K 0.85% 20
2020
Q4 		$2.64M Buy
12,479
+47
+0.4% +$9.38K 0.84% 21
2020
Q3 		$2.33M Buy
12,432
+35
+0.3% +$6.46K 0.85% 21
2020
Q2 		$2.13M Buy
12,397
+29
+0.2% +$4.69K 0.83% 21
2020
Q1 		$1.75M Buy
12,368
+43
+0.3% +$7.27K 0.86% 23
2019
Q4 		$2.2M Buy
12,325
+39
+0.3% +$6.66K 0.87% 19
2019
Q3 		$2.02M Buy
12,286
+37
+0.3% +$6.07K 0.89% 18
2019
Q2 		$1.99M Buy
12,249
+44
+0.4% +$7.04K 0.91% 19
2019
Q1 		$1.92M Buy
12,205
+33
+0.3% +$4.99K 0.93% 19
2018
Q4 		$1.69M Buy
12,172
+87
+0.7% +$13K 0.94% 21
2018
Q3 		$1.95M Buy
12,085
+32
+0.3% +$5.08K 1% 15
2018
Q2 		$1.83M Hold
12,053
– – 1.02% 16
2018
Q1 		$1.77M Buy
12,053
+32
+0.3% +$4.86K 1.07% 15
2017
Q4 		$1.79M Buy
12,021
+32
+0.3% +$4.63K 1.11% 15
2017
Q3 		$1.7M Buy
11,989
+106
+0.9% +$14.5K 1.11% 15
2017
Q2 		$1.6M Hold
11,883
– – 1.13% 14
2017
Q1 		$1.55M Buy
11,883
+51
+0.4% +$6.61K 1.18% 13
2016
Q4 		$1.5M Buy
+11,832
New +$1.44M 1.21% 13

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

Riverpoint Wealth Management Holdings's IWB Position: Q1 2026 in Review

Riverpoint Wealth Management Holdings increased its iShares Russell 1000 ETF (IWB) stake by 0.24% in Q1 2026, buying an estimated $6.71K and bringing the position to 7,659 shares worth $2.73M. The position accounts for 0.58% of the portfolio, ranked #18.

Riverpoint Wealth Management Holdings first reported a position in IWB in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.37M in Q3 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Riverpoint Wealth Management Holdings held 7,659 shares of iShares Russell 1000 ETF worth $2.73M as of Q1 2026.
  • Riverpoint Wealth Management Holdings bought 18 iShares Russell 1000 ETF shares in Q1 2026, an estimated $6.71K.
  • iShares Russell 1000 ETF made up 0.58% of Riverpoint Wealth Management Holdings's portfolio in Q1 2026, its #18 holding.
  • Riverpoint Wealth Management Holdings first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 38 quarters since.
  • Riverpoint Wealth Management Holdings's iShares Russell 1000 ETF position peaked at $3.37M in Q3 2024.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2026, filed 4 May 2026.