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

SHP 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
Q1 		$296K Buy
831
+15
+2% +$5.59K 0.02% 203
2025
Q4 		$305K Buy
+816
New +$302K 0.02% 199

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 $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 $757B AUM 28.64% 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
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

SHP Wealth Management's IWB Position: Q1 2026 in Review

SHP Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 1.8% in Q1 2026, buying an estimated $5.59K and bringing the position to 831 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #203.

SHP Wealth Management first reported a position in IWB in Q4 2025 and has held it in 2 quarters since. The position peaked at $305K in Q4 2025. 1,470 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • SHP Wealth Management held 831 shares of iShares Russell 1000 ETF worth $296K as of Q1 2026.
  • SHP Wealth Management bought 15 iShares Russell 1000 ETF shares in Q1 2026, an estimated $5.59K.
  • iShares Russell 1000 ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #203 holding.
  • SHP Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares Russell 1000 ETF position peaked at $305K in Q4 2025.
  • 1,470 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.