Sanctuary Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Sanctuary Advisors’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	$10.1M	Sell	28,275 -103	-0.4%	-$38.4K	0.05%	368
2025 Q4	$10.6M	Buy	28,378 +4,200	+17%	+$1.56M	0.06%	332
2025 Q3	$8.84M	Sell	24,178 -147	-0.6%	-$51.8K	0.05%	370
2025 Q2	$8.26M	Buy	24,325 +3,543	+17%	+$1.11M	0.05%	368
2025 Q1	$6.37M	Buy	20,782 +1,684	+9%	+$545K	0.04%	410
2024 Q4	$6.37M	Buy	19,098 +395	+2%	+$128K	0.04%	434
2024 Q3	$6.15M	Sell	18,703 -625	-3%	-$189K	0.04%	437
2024 Q2	$5.4M	Buy	+19,328	New	+$5.55M	0.04%	429

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sanctuary Advisors's IWB Position: Q1 2026 in Review

Sanctuary Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.36% in Q1 2026, selling an estimated $38.4K and leaving 28,275 shares worth $10.1M. The position accounts for 0.05% of the portfolio, ranked #368.

Sanctuary Advisors first reported a position in IWB in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.6M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Sanctuary Advisors held 28,275 shares of iShares Russell 1000 ETF worth $10.1M as of Q1 2026.
Sanctuary Advisors sold 103 iShares Russell 1000 ETF shares in Q1 2026, an estimated $38.4K.
iShares Russell 1000 ETF made up 0.05% of Sanctuary Advisors's portfolio in Q1 2026, its #368 holding.
Sanctuary Advisors first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's iShares Russell 1000 ETF position peaked at $10.6M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.