SPWG
IWB icon

Sage Private Wealth Group’s iShares Russell 1000 ETF IWB Stock Holding History

Sage Private Wealth Group’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 		$686K Sell
1,925
-248
-11% -$92.4K 0.35% 36
2025
Q4 		$811K Sell
2,173
-112
-5% -$41.5K 0.44% 31
2025
Q3 		$835K Buy
2,285
+316
+16% +$111K 0.46% 27
2025
Q2 		$669K Buy
1,969
+321
+19% +$101K 0.43% 27
2025
Q1 		$506K Buy
1,648
+15
+0.9% +$4.85K 0.38% 33
2024
Q4 		$526K Sell
1,633
-6
-0.4% -$1.94K 0.39% 35
2024
Q3 		$515K Sell
1,639
-494
-23% -$150K 0.41% 31
2024
Q2 		$635K Sell
2,133
-2,717
-56% -$780K 0.53% 22
2024
Q1 		$1.4M Buy
+4,850
New +$1.33M 1.12% 11
2022
Q4 		– Sell
-75,567
Closed -$14.9M – 118
2022
Q3 		$14.9M Sell
75,567
-1,972
-3% -$432K 19.7% 1
2022
Q2 		$16.1M Sell
77,539
-2,964
-4% -$670K 23.17% 1
2022
Q1 		$20.1M Sell
80,503
-2,471
-3% -$610K 19.59% 1
2021
Q4 		$21.9M Sell
82,974
-1,786
-2% -$460K 27.3% 1
2021
Q3 		$20.5M Buy
84,760
+267
+0.3% +$66.4K 28.3% 1
2021
Q2 		$20.5M Buy
84,493
+464
+0.6% +$109K 27.68% 1
2021
Q1 		$18.8M Buy
84,029
+5,563
+7% +$1.22M 32.46% 1
2020
Q4 		$16.6M Buy
+78,466
New +$15.7M 46.38% 1

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

Sage Private Wealth Group's IWB Position: Q1 2026 in Review

Sage Private Wealth Group reduced its iShares Russell 1000 ETF (IWB) stake by 11% in Q1 2026, selling an estimated $92.4K and leaving 1,925 shares worth $686K. The position accounts for 0.35% of the portfolio, ranked #36.

Sage Private Wealth Group first reported a position in IWB in Q4 2020 and has held it in 17 quarters since. The position peaked at $21.9M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Sage Private Wealth Group held 1,925 shares of iShares Russell 1000 ETF worth $686K as of Q1 2026.
  • Sage Private Wealth Group sold 248 iShares Russell 1000 ETF shares in Q1 2026, an estimated $92.4K.
  • iShares Russell 1000 ETF made up 0.35% of Sage Private Wealth Group's portfolio in Q1 2026, its #36 holding.
  • Sage Private Wealth Group first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 17 quarters since.
  • Sage Private Wealth Group's iShares Russell 1000 ETF position peaked at $21.9M in Q4 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.