SeaCrest Wealth Management
IWB icon

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
Q3 		$419K Buy
1,006
+2
+0.2% +$831 0.05% 319
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

SeaCrest Wealth Management's IWB Position: Q3 2026 in Review

SeaCrest Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.2% in Q3 2026, buying an estimated $831 and bringing the position to 1,006 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #319.

SeaCrest Wealth Management first reported a position in IWB in Q4 2017 and has held it in 16 quarters since. The position peaked at $681K in Q4 2024. 944 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • SeaCrest Wealth Management held 1,006 shares of iShares Russell 1000 ETF worth $419K as of Q3 2026.
  • SeaCrest Wealth Management bought 2 iShares Russell 1000 ETF shares in Q3 2026, an estimated $831.
  • iShares Russell 1000 ETF made up 0.05% of SeaCrest Wealth Management's portfolio in Q3 2026, its #319 holding.
  • SeaCrest Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 16 quarters since.
  • SeaCrest Wealth Management's iShares Russell 1000 ETF position peaked at $681K in Q4 2024.
  • 944 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.