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ShoreHaven Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

ShoreHaven Wealth 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 		$1M Sell
2,446
-9
-0.4% -$3.57K 0.32% 53
2026
Q1 		$875K Buy
2,455
+38
+2% +$14.2K 0.31% 55
2025
Q4 		$903K Sell
2,417
-7
-0.3% -$2.59K 0.32% 53
2025
Q3 		$886K Sell
2,424
-145
-6% -$51.1K 0.33% 54
2025
Q2 		$872K Buy
2,569
+135
+6% +$42.4K 0.36% 52
2025
Q1 		$747K Buy
2,434
+327
+16% +$106K 0.36% 49
2024
Q4 		$679K Sell
2,107
-2
-0.1% -$648 0.32% 52
2024
Q3 		$663K Sell
2,109
-21
-1% -$6.36K 0.32% 49
2024
Q2 		$634K Sell
2,130
-537
-20% -$154K 0.33% 49
2024
Q1 		$768K Sell
2,667
-9
-0.3% -$2.47K 0.42% 43
2023
Q4 		$702K Sell
2,676
-81
-3% -$19.8K 0.43% 43
2023
Q3 		$648K Buy
2,757
+96
+4% +$23.5K 0.45% 42
2023
Q2 		$649K Buy
2,661
+87
+3% +$20K 0.43% 38
2023
Q1 		$580K Sell
2,574
-234
-8% -$51.5K 0.41% 46
2022
Q4 		$591K Sell
2,808
-146
-5% -$30.9K 0.42% 49
2022
Q3 		$582K Buy
2,954
+442
+18% +$96.9K 0.44% 44
2022
Q2 		$521K Buy
+2,512
New +$568K 0.37% 50

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 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

ShoreHaven Wealth Partners's IWB Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 0.37% in Q2 2026, selling an estimated $3.57K and leaving 2,446 shares worth $1M. The position accounts for 0.32% of the portfolio, ranked #53.

ShoreHaven Wealth Partners first reported a position in IWB in Q2 2022 and has held it in 17 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • ShoreHaven Wealth Partners held 2,446 shares of iShares Russell 1000 ETF worth $1M as of Q2 2026.
  • ShoreHaven Wealth Partners sold 9 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.57K.
  • iShares Russell 1000 ETF made up 0.32% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • ShoreHaven Wealth Partners first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.