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

RMG Wealth Management’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 		$52K Buy
+129
New +$48.1K 0.01% 165
2025
Q4 		– Sell
-129
Closed -$47.3K – 454
2025
Q3 		$47.3K Hold
129
– – 0.01% 146
2025
Q2 		$44.5K Buy
+129
New +$40.5K 0.01% 143

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

RMG Wealth Management's IWB Position: Q1 2026 in Review

RMG Wealth Management opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2026: 129 shares worth $52K. The stake represents 0.01% of the portfolio and ranks #165 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in IWB as recently as Q3 2025.

RMG Wealth Management first reported a position in IWB in Q2 2025 and has held it in 3 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • RMG Wealth Management held 129 shares of iShares Russell 1000 ETF worth $52K as of Q1 2026.
  • iShares Russell 1000 ETF was a new RMG Wealth Management position in Q1 2026.
  • iShares Russell 1000 ETF made up 0.01% of RMG Wealth Management's portfolio in Q1 2026, its #165 holding.
  • RMG Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.