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Seneca Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Seneca Financial 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 		$5.04M Buy
14,123
+62
+0.4% +$23.1K 1.48% 16
2025
Q4 		$5.25M Sell
14,061
-618
-4% -$229K 1.6% 16
2025
Q3 		$5.36M Buy
14,679
+19
+0.1% +$6.69K 1.75% 16
2025
Q2 		$4.98M Sell
14,660
-52
-0.4% -$16.3K 1.92% 16
2025
Q1 		$4.51M Sell
14,712
-48
-0.3% -$15.5K 2.19% 14
2024
Q4 		$4.76M Sell
14,760
-1,394
-9% -$452K 2.36% 14
2024
Q3 		$5.08M Sell
16,154
-522
-3% -$158K 2.47% 13
2024
Q2 		$4.96M Sell
16,676
-911
-5% -$262K 2.57% 13
2024
Q1 		$5.07M Sell
17,587
-50
-0.3% -$13.7K 2.7% 12
2023
Q4 		$4.63M Sell
17,637
-329
-2% -$80.6K 2.68% 11
2023
Q3 		$4.22M Sell
17,966
-620
-3% -$152K 2.89% 10
2023
Q2 		$4.53M Sell
18,586
-93
-0.5% -$21.4K 3.01% 10
2023
Q1 		$4.21M Sell
18,679
-45
-0.2% -$9.9K 2.7% 11
2022
Q4 		$3.94M Sell
18,724
-620
-3% -$131K 2.49% 14
2022
Q3 		$3.82M Sell
19,344
-52
-0.3% -$11.4K 2.73% 12
2022
Q2 		$4.03M Sell
19,396
-37
-0.2% -$8.36K 2.71% 11
2022
Q1 		$4.86M Sell
19,433
-5
-0% -$1.24K 2.95% 10
2021
Q4 		$5.14M Sell
19,438
-674
-3% -$173K 3.04% 11
2021
Q3 		$4.86M Sell
20,112
-230
-1% -$57.2K 3.22% 11
2021
Q2 		$4.92M Sell
20,342
-76
-0.4% -$17.9K 3.22% 10
2021
Q1 		$4.57M Sell
20,418
-735
-3% -$161K 3.22% 10
2020
Q4 		$4.48M Buy
+21,153
New +$4.22M 3.4% 11

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

Seneca Financial Advisors's IWB Position: Q1 2026 in Review

Seneca Financial Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.44% in Q1 2026, buying an estimated $23.1K and bringing the position to 14,123 shares worth $5.04M. The position accounts for 1.48% of the portfolio, ranked #16.

Seneca Financial Advisors first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.36M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Seneca Financial Advisors held 14,123 shares of iShares Russell 1000 ETF worth $5.04M as of Q1 2026.
  • Seneca Financial Advisors bought 62 iShares Russell 1000 ETF shares in Q1 2026, an estimated $23.1K.
  • iShares Russell 1000 ETF made up 1.48% of Seneca Financial Advisors's portfolio in Q1 2026, its #16 holding.
  • Seneca Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Seneca Financial Advisors's iShares Russell 1000 ETF position peaked at $5.36M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.