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Sagespring Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Sagespring Wealth Partners’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 		$127M Buy
311,153
+308,540
+11,808% +$122M 1.96% 14
2026
Q1 		$932K Sell
2,613
-228
-8% -$85K 0.02% 338
2025
Q4 		$1.06M Sell
2,841
-897
-24% -$332K 0.02% 301
2025
Q3 		$1.37M Sell
3,738
-22
-0.6% -$7.75K 0.03% 248
2025
Q2 		$1.28M Buy
3,760
+629
+20% +$197K 0.03% 239
2025
Q1 		$961K Buy
+3,131
New +$1.01M 0.02% 248

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 29.18% 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

Sagespring Wealth Partners's IWB Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares Russell 1000 ETF (IWB) stake by 11,808% in Q2 2026, buying an estimated $122M and bringing the position to 311,153 shares worth $127M. The position accounts for 1.96% of the portfolio, ranked #14.

Sagespring Wealth Partners first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Sagespring Wealth Partners held 311,153 shares of iShares Russell 1000 ETF worth $127M as of Q2 2026.
  • Sagespring Wealth Partners bought 308,540 iShares Russell 1000 ETF shares in Q2 2026, an estimated $122M.
  • iShares Russell 1000 ETF made up 1.96% of Sagespring Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Sagespring Wealth Partners first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.