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

Signature Wealth Management 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
Q1 		$203K Hold
570
– – 0.1% 111
2025
Q4 		$213K Hold
570
– – 0.11% 114
2025
Q3 		$208K Buy
+570
New +$201K 0.11% 107

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 $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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 $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Signature Wealth Management Partners's IWB Position: Q1 2026 in Review

Signature Wealth Management Partners held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 570 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #111.

Signature Wealth Management Partners first reported a position in IWB in Q3 2025 and has held it in 3 quarters since. The position peaked at $213K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Signature Wealth Management Partners held 570 shares of iShares Russell 1000 ETF worth $203K as of Q1 2026.
  • Signature Wealth Management Partners left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.1% of Signature Wealth Management Partners's portfolio in Q1 2026, its #111 holding.
  • Signature Wealth Management Partners first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 3 quarters since.
  • Signature Wealth Management Partners's iShares Russell 1000 ETF position peaked at $213K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.