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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
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

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

Sagespring Wealth Partners's IWB Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 8% in Q1 2026, selling an estimated $85K and leaving 2,613 shares worth $932K. The position accounts for 0.02% of the portfolio, ranked #338.

Sagespring Wealth Partners first reported a position in IWB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.37M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Sagespring Wealth Partners held 2,613 shares of iShares Russell 1000 ETF worth $932K as of Q1 2026.
  • Sagespring Wealth Partners sold 228 iShares Russell 1000 ETF shares in Q1 2026, an estimated $85K.
  • iShares Russell 1000 ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #338 holding.
  • Sagespring Wealth Partners first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's iShares Russell 1000 ETF position peaked at $1.37M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.