SignatureFD’s iShares Russell 1000 ETF IWB Stock Holding History

SignatureFD’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	$732K	Sell	2,052 -241	-11%	-$89.8K	0.01%	479
2025 Q4	$856K	Sell	2,293 -10	-0.4%	-$3.7K	0.01%	425
2025 Q3	$842K	Buy	2,303 +12	+0.5%	+$4.23K	0.01%	428
2025 Q2	$778K	Hold	2,291	–	–	0.01%	424
2025 Q1	$703K	Hold	2,291	–	–	0.01%	430
2024 Q4	$738K	Sell	2,291 -31	-1%	-$10K	0.01%	404
2024 Q3	$730K	Hold	2,322	–	–	0.01%	409
2024 Q2	$691K	Hold	2,322	–	–	0.01%	406
2024 Q1	$669K	Hold	2,322	–	–	0.01%	427
2023 Q4	$609K	Sell	2,322 -11	-0.5%	-$2.69K	0.01%	410
2023 Q3	$548K	Hold	2,333	–	–	0.01%	414
2023 Q2	$569K	Sell	2,333 -45	-2%	-$10.4K	0.01%	400
2023 Q1	$536K	Hold	2,378	–	–	0.01%	408
2022 Q4	$501K	Hold	2,378	–	–	0.01%	412
2022 Q3	$469K	Sell	2,378 -1,051	-31%	-$230K	0.02%	395
2022 Q2	$712K	Buy	3,429 +736	+27%	+$166K	0.02%	281
2022 Q1	$673K	Hold	2,693	–	–	0.02%	307
2021 Q4	$712K	Buy	2,693 +744	+38%	+$192K	0.02%	290
2021 Q3	$471K	Sell	1,949 -639	-25%	-$159K	0.02%	386
2021 Q2	$627K	Buy	2,588 +242	+10%	+$57K	0.03%	292
2021 Q1	$525K	Sell	2,346 -20	-0.8%	-$4.38K	0.02%	296
2020 Q4	$501K	Sell	2,366 -25	-1%	-$4.99K	0.02%	275
2020 Q3	$447K	Sell	2,391 -1,642	-41%	-$303K	0.02%	258
2020 Q2	$692K	Sell	4,033 -250	-6%	-$40.4K	0.04%	161
2020 Q1	$606K	Sell	4,283 -435	-9%	-$73.5K	0.05%	162
2019 Q4	$842K	Buy	4,718 +445	+10%	+$75.9K	0.06%	141
2019 Q3	$703K	Hold	4,273	–	–	0.06%	138
2019 Q2	$696K	Buy	4,273 +500	+13%	+$80.1K	0.06%	130
2019 Q1	$594K	Hold	3,773	–	–	0.05%	150
2018 Q4	$523K	Sell	3,773 -25	-0.7%	-$3.74K	0.05%	165
2018 Q3	$614K	Hold	3,798	–	–	0.06%	160
2018 Q2	$577K	Sell	3,798 -14	-0.4%	-$2.11K	0.06%	150
2018 Q1	$560K	Sell	3,812 -470	-11%	-$71.4K	0.07%	129
2017 Q4	$636K	Sell	4,282 -93	-2%	-$13.5K	0.08%	110
2017 Q3	$612K	Sell	4,375 -980	-18%	-$134K	0.08%	102
2017 Q2	$724K	Buy	5,355 +397	+8%	+$53K	0.11%	70
2017 Q1	$651K	Buy	4,958 +416	+9%	+$53.9K	0.1%	84
2016 Q4	$565K	Buy	4,542 +4	+0.1%	+$487	0.09%	87
2016 Q3	$547K	Buy	4,538 +807	+22%	+$97K	0.08%	89
2016 Q2	$436K	Hold	3,731	–	–	0.06%	84
2016 Q1	$426K	Buy	3,731 +494	+15%	+$53.4K	0.07%	83
2015 Q4	$367K	Sell	3,237 -45	-1%	-$5.14K	0.07%	82
2015 Q3	$351K	Hold	3,282	–	–	0.08%	85
2015 Q2	$381K	Hold	3,282	–	–	0.08%	88
2015 Q1	$380K	Sell	3,282 -4,788	-59%	-$553K	0.09%	87
2014 Q4	$925K	Buy	8,070 +458	+6%	+$51.3K	0.23%	35
2014 Q3	$836K	Hold	7,612	–	–	0.27%	33
2014 Q2	$838K	Sell	7,612 -665	-8%	-$70.8K	0.29%	29
2014 Q1	$867K	Sell	8,277 -1,184	-13%	-$122K	0.35%	22
2013 Q4	$976K	Hold	9,461	–	–	0.36%	24
2013 Q3	$891K	Buy	9,461 +1,128	+14%	+$105K	0.38%	24
2013 Q2	$749K	Buy	+8,333	New	+$746K	0.39%	34

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SignatureFD's IWB Position: Q1 2026 in Review

SignatureFD reduced its iShares Russell 1000 ETF (IWB) stake by 11% in Q1 2026, selling an estimated $89.8K and leaving 2,052 shares worth $732K. The position accounts for 0.01% of the portfolio, ranked #479.

SignatureFD first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $976K in Q4 2013. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

SignatureFD held 2,052 shares of iShares Russell 1000 ETF worth $732K as of Q1 2026.
SignatureFD sold 241 iShares Russell 1000 ETF shares in Q1 2026, an estimated $89.8K.
iShares Russell 1000 ETF made up 0.01% of SignatureFD's portfolio in Q1 2026, its #479 holding.
SignatureFD first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
SignatureFD's iShares Russell 1000 ETF position peaked at $976K in Q4 2013.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.