SWM
IWB icon

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

Shelton 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 		$6.11M Sell
14,931
-248
-2% -$98.3K 2.4% 8
2026
Q1 		$5.41M Sell
15,179
-261
-2% -$97.3K 2.37% 8
2025
Q4 		$5.77M Sell
15,440
-243
-2% -$90K 2.47% 8
2025
Q3 		$5.73M Buy
15,683
+159
+1% +$56K 2.59% 8
2025
Q2 		$5.27M Sell
15,524
-943
-6% -$296K 2.54% 8
2025
Q1 		$5.05M Buy
16,467
+1
+0% +$323 2.75% 9
2024
Q4 		$5.3M Sell
16,466
-300
-2% -$97.2K 2.74% 8
2024
Q3 		$5.27M Sell
16,766
-119
-0.7% -$36K 2.86% 5
2024
Q2 		$5.02M Sell
16,885
-1,210
-7% -$347K 2.85% 6
2024
Q1 		$5.21M Sell
18,095
-1,961
-10% -$537K 3.28% 8
2023
Q4 		$5.26M Sell
20,056
-5,429
-21% -$1.33M 3.73% 6
2023
Q3 		$5.99M Sell
25,485
-877
-3% -$215K 4.79% 8
2023
Q2 		$6.43M Sell
26,362
-438
-2% -$101K 4.98% 8
2023
Q1 		$6.04M Sell
26,800
-4,924
-16% -$1.08M 4.9% 8
2022
Q4 		$6.68M Buy
31,724
+70
+0.2% +$14.8K 5.27% 6
2022
Q3 		$6.25M Sell
31,654
-198
-0.6% -$43.4K 5.56% 7
2022
Q2 		$6.62M Sell
31,852
-821
-3% -$186K 5.62% 6
2022
Q1 		$8.17M Sell
32,673
-563
-2% -$139K 6.45% 5
2021
Q4 		$8.79M Buy
+33,236
New +$8.55M 6.92% 4

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Shelton Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 1.6% in Q2 2026, selling an estimated $98.3K and leaving 14,931 shares worth $6.11M. The position accounts for 2.4% of the portfolio, ranked #8.

Shelton Wealth Management first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.79M in Q4 2021. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Shelton Wealth Management held 14,931 shares of iShares Russell 1000 ETF worth $6.11M as of Q2 2026.
  • Shelton Wealth Management sold 248 iShares Russell 1000 ETF shares in Q2 2026, an estimated $98.3K.
  • iShares Russell 1000 ETF made up 2.4% of Shelton Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Shelton Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's iShares Russell 1000 ETF position peaked at $8.79M in Q4 2021.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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