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Sightline Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Sightline Wealth 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
Q2 		$2.54M Sell
6,209
-141
-2% -$55.9K 0.93% 25
2026
Q1 		$2.26M Sell
6,350
-45
-0.7% -$16.8K 0.96% 25
2025
Q4 		$2.39M Buy
6,395
+1,596
+33% +$591K 1.02% 24
2025
Q3 		$1.75M Buy
4,799
+6
+0.1% +$2.11K 0.79% 26
2025
Q2 		$1.63M Buy
4,793
+5
+0.1% +$1.57K 0.79% 26
2025
Q1 		$1.47M Sell
4,788
-175
-4% -$56.6K 0.77% 29
2024
Q4 		$1.6M Buy
4,963
+7
+0.1% +$2.27K 0.86% 24
2024
Q3 		$1.56M Buy
4,956
+7
+0.1% +$2.12K 0.86% 24
2024
Q2 		$1.47M Buy
4,949
+5
+0.1% +$1.44K 0.92% 21
2024
Q1 		$1.42M Buy
4,944
+6
+0.1% +$1.64K 0.94% 24
2023
Q4 		$1.29M Buy
4,938
+17
+0.3% +$4.16K 0.98% 21
2023
Q3 		$1.16M Buy
4,921
+6
+0.1% +$1.47K 1.08% 21
2023
Q2 		$1.11M Hold
4,915
– – 1.1% 20
2023
Q1 		$1.11M Buy
4,915
+8
+0.2% +$1.76K 1.13% 20
2022
Q4 		$1.03M Buy
4,907
+574
+13% +$122K 1.11% 20
2022
Q3 		$877K Hold
4,333
– – 1.03% 16
2022
Q2 		$896K Buy
4,333
+4
+0.1% +$904 0.88% 19
2022
Q1 		$1.08M Sell
4,329
-556
-11% -$137K 0.9% 18
2021
Q4 		$1.3M Buy
4,885
+10
+0.2% +$2.57K 1.16% 13
2021
Q3 		$1.18M Hold
4,875
– – 0.98% 17
2021
Q2 		$1.18M Buy
4,875
+8
+0.2% +$1.89K 0.98% 16
2021
Q1 		$1.09M Sell
4,867
-200
-4% -$43.8K 1.01% 16
2020
Q4 		$1.07M Buy
+5,067
New +$1.01M 1.06% 14

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

Sightline Wealth Advisors's IWB Position: Q2 2026 in Review

Sightline Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 2.2% in Q2 2026, selling an estimated $55.9K and leaving 6,209 shares worth $2.54M. The position accounts for 0.93% of the portfolio, ranked #25.

Sightline Wealth Advisors first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Sightline Wealth Advisors held 6,209 shares of iShares Russell 1000 ETF worth $2.54M as of Q2 2026.
  • Sightline Wealth Advisors sold 141 iShares Russell 1000 ETF shares in Q2 2026, an estimated $55.9K.
  • iShares Russell 1000 ETF made up 0.93% of Sightline Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Sightline Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.