Sellwood Investment Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Sellwood Investment 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 Q2	$2.74M	Hold	6,690	–	–	0.97%	20
2026 Q1	$2.39M	Hold	6,690	–	–	0.94%	20
2025 Q4	$2.5M	Hold	6,690	–	–	0.98%	18
2025 Q3	$2.45M	Hold	6,690	–	–	0.97%	21
2025 Q2	$2.27M	Hold	6,690	–	–	1.09%	13
2025 Q1	$2.05M	Hold	6,690	–	–	1.07%	13
2024 Q4	$2.16M	Buy	+6,690	New	+$2.17M	1.16%	13

Other funds holding IWB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Sellwood Investment Partners's IWB Position: Q2 2026 in Review

Sellwood Investment Partners held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 6,690 shares worth $2.74M. The position accounts for 0.97% of the portfolio, ranked #20.

Sellwood Investment Partners first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. 800 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Sellwood Investment Partners held 6,690 shares of iShares Russell 1000 ETF worth $2.74M as of Q2 2026.
Sellwood Investment Partners left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.97% of Sellwood Investment Partners's portfolio in Q2 2026, its #20 holding.
Sellwood Investment Partners first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
800 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.