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SeaCrest Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

SeaCrest Wealth Management’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 		$411K Sell
1,004
-379
-27% -$150K 0.05% 338
2026
Q1 		$493K Sell
1,383
-34
-2% -$12.7K 0.05% 326
2025
Q4 		$536K Buy
1,417
+3
+0.2% +$1.11K 0.05% 306
2025
Q3 		$522K Sell
1,414
-197
-12% -$69.4K 0.06% 300
2025
Q2 		$547K Sell
1,611
-72
-4% -$22.6K 0.06% 292
2025
Q1 		$516K Sell
1,683
-432
-20% -$140K 0.06% 326
2024
Q4 		$681K Buy
2,115
+6
+0.3% +$1.94K 0.07% 263
2024
Q3 		$663K Buy
+2,109
New +$639K 0.07% 280
2022
Q3 		– Sell
-321
Closed -$67K – 1064
2022
Q2 		$67K Buy
+321
New +$72.5K 0.01% 1008
2020
Q1 		– Sell
-1,874
Closed -$334K – 543
2019
Q4 		$334K Buy
+1,874
New +$320K 0.06% 374
2019
Q2 		– Sell
-535
Closed -$84K – 1181
2019
Q1 		$84K Sell
535
-2,199
-80% -$332K 0.01% 760
2018
Q4 		$379K Buy
2,734
+2,620
+2,298% +$392K 0.08% 266
2018
Q3 		$18K Buy
114
+73
+178% +$11.6K ﹤0.01% 1420
2018
Q2 		$6K Buy
+41
New +$6.18K ﹤0.01% 1770
2018
Q1 		– Sell
-1,655
Closed -$246K – 2243
2017
Q4 		$246K Buy
+1,655
New +$240K 0.05% 426

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

SeaCrest Wealth Management's IWB Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 27% in Q2 2026, selling an estimated $150K and leaving 1,004 shares worth $411K. The position accounts for 0.05% of the portfolio, ranked #338.

SeaCrest Wealth Management first reported a position in IWB in Q4 2017 and has held it in 15 quarters since. The position peaked at $681K in Q4 2024. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • SeaCrest Wealth Management held 1,004 shares of iShares Russell 1000 ETF worth $411K as of Q2 2026.
  • SeaCrest Wealth Management sold 379 iShares Russell 1000 ETF shares in Q2 2026, an estimated $150K.
  • iShares Russell 1000 ETF made up 0.05% of SeaCrest Wealth Management's portfolio in Q2 2026, its #338 holding.
  • SeaCrest Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 15 quarters since.
  • SeaCrest Wealth Management's iShares Russell 1000 ETF position peaked at $681K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.