SAI
IWB icon

Savvy Advisors Inc’s iShares Russell 1000 ETF IWB Stock Holding History

Savvy Advisors Inc’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 		$1.66M Buy
4,656
+181
+4% +$67.4K 0.04% 309
2025
Q4 		$1.67M Buy
4,475
+82
+2% +$30.4K 0.05% 261
2025
Q3 		$1.61M Buy
4,393
+582
+15% +$205K 0.07% 196
2025
Q2 		$1.29M Buy
3,811
+830
+28% +$261K 0.09% 173
2025
Q1 		$915K Buy
2,981
+21
+0.7% +$6.79K 0.09% 182
2024
Q4 		$954K Hold
2,960
– – 0.11% 146
2024
Q3 		$931K Buy
2,960
+569
+24% +$172K 0.19% 112
2024
Q2 		$712K Buy
2,391
+551
+30% +$158K 0.23% 99
2024
Q1 		$530K Buy
1,840
+236
+15% +$64.7K 0.31% 86
2023
Q4 		$421K Buy
+1,604
New +$393K 0.41% 74

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

Savvy Advisors Inc's IWB Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares Russell 1000 ETF (IWB) stake by 4% in Q1 2026, buying an estimated $67.4K and bringing the position to 4,656 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #309.

Savvy Advisors Inc first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.67M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Savvy Advisors Inc held 4,656 shares of iShares Russell 1000 ETF worth $1.66M as of Q1 2026.
  • Savvy Advisors Inc bought 181 iShares Russell 1000 ETF shares in Q1 2026, an estimated $67.4K.
  • iShares Russell 1000 ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #309 holding.
  • Savvy Advisors Inc first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
  • Savvy Advisors Inc's iShares Russell 1000 ETF position peaked at $1.67M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.