Shepherd Financial Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $937K | Hold |
2,627
| – | – | 0.09% | 117 |
|
|
2025
Q4 | $981K | Hold |
2,627
| – | – | 0.09% | 114 |
|
|
2025
Q3 | $960K | Hold |
2,627
| – | – | 0.09% | 115 |
|
|
2025
Q2 | $892K | Hold |
2,627
| – | – | 0.09% | 114 |
|
|
2025
Q1 | $806K | Sell |
2,627
-6
| -0.2% | -$1.94K | 0.09% | 120 |
|
|
2024
Q4 | $848K | Sell |
2,633
-24
| -0.9% | -$7.77K | 0.1% | 107 |
|
|
2024
Q3 | $835K | Hold |
2,657
| – | – | 0.1% | 109 |
|
|
2024
Q2 | $791K | Hold |
2,657
| – | – | 0.1% | 111 |
|
|
2024
Q1 | $765K | Sell |
2,657
-3
| -0.1% | -$822 | 0.1% | 117 |
|
|
2023
Q4 | $698K | Sell |
2,660
-7
| -0.3% | -$1.71K | 0.1% | 119 |
|
|
2023
Q3 | $627K | Hold |
2,667
| – | – | 0.1% | 117 |
|
|
2023
Q2 | $650K | Sell |
2,667
-215
| -7% | -$49.5K | 0.1% | 113 |
|
|
2023
Q1 | $649K | Sell |
2,882
-36
| -1% | -$7.92K | 0.11% | 108 |
|
|
2022
Q4 | $614K | Hold |
2,918
| – | – | 0.11% | 107 |
|
|
2022
Q3 | $576K | Sell |
2,918
-2
| -0.1% | -$439 | 0.11% | 105 |
|
|
2022
Q2 | $607K | Sell |
2,920
-137
| -4% | -$31K | 0.12% | 101 |
|
|
2022
Q1 | $765K | Sell |
3,057
-89
| -3% | -$22K | 0.14% | 99 |
|
|
2021
Q4 | $831K | Hold |
3,146
| – | – | 0.14% | 91 |
|
|
2021
Q3 | $760K | Sell |
3,146
-40
| -1% | -$9.94K | 0.15% | 94 |
|
|
2021
Q2 | $771K | Sell |
3,186
-112
| -3% | -$26.4K | 0.15% | 97 |
|
|
2021
Q1 | $738K | Sell |
3,298
-428
| -11% | -$93.7K | 0.16% | 99 |
|
|
2020
Q4 | $790K | Sell |
3,726
-241
| -6% | -$48.1K | 0.18% | 93 |
|
|
2020
Q3 | $742K | Hold |
3,967
| – | – | 0.17% | 84 |
|
|
2020
Q2 | $681K | Sell |
3,967
-54
| -1% | -$8.74K | 0.18% | 77 |
|
|
2020
Q1 | $569K | Sell |
4,021
-200
| -5% | -$33.8K | 0.2% | 78 |
|
|
2019
Q4 | $754K | Hold |
4,221
| – | – | 0.18% | 80 |
|
|
2019
Q3 | $695K | Hold |
4,221
| – | – | 0.17% | 75 |
|
|
2019
Q2 | $687K | Buy |
4,221
+54
| +1% | +$8.65K | 0.13% | 80 |
|
|
2019
Q1 | $656K | Sell |
4,167
-6
| -0.1% | -$907 | 0.13% | 80 |
|
|
2018
Q4 | $578K | Hold |
4,173
| – | – | 0.13% | 80 |
|
|
2018
Q3 | $635K | Hold |
4,173
| – | – | 0.14% | 75 |
|
|
2018
Q2 | $636K | Buy |
4,173
+180
| +5% | +$27.1K | 0.14% | 75 |
|
|
2018
Q1 | $586K | Sell |
3,993
-66
| -2% | -$10K | 0.14% | 70 |
|
|
2017
Q4 | $603K | Buy |
4,059
+66
| +2% | +$9.56K | 0.14% | 73 |
|
|
2017
Q3 | $565K | Hold |
3,993
| – | – | 0.13% | 80 |
|
|
2017
Q2 | $538K | Hold |
3,993
| – | – | 0.13% | 79 |
|
|
2017
Q1 | $523K | Buy |
3,993
+245
| +7% | +$31.7K | 0.14% | 75 |
|
|
2016
Q4 | $471K | Buy |
+3,748
| New | +$456K | 0.13% | 79 |
|
Other funds holding IWB
Shepherd Financial Partners's IWB Position: Q1 2026 in Review
Shepherd Financial Partners held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 2,627 shares worth $937K. The position accounts for 0.09% of the portfolio, ranked #117.
Shepherd Financial Partners first reported a position in IWB in Q4 2016 and has held it in 38 quarters since. The position peaked at $981K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- Shepherd Financial Partners held 2,627 shares of iShares Russell 1000 ETF worth $937K as of Q1 2026.
- Shepherd Financial Partners left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
- iShares Russell 1000 ETF made up 0.09% of Shepherd Financial Partners's portfolio in Q1 2026, its #117 holding.
- Shepherd Financial Partners first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 38 quarters since.
- Shepherd Financial Partners's iShares Russell 1000 ETF position peaked at $981K in Q4 2025.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.