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

SIMA 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	$662K	Sell	1,617 -267	-14%	-$106K	0.47%	26
2026 Q1	$672K	Sell	1,884 -27	-1%	-$10.1K	0.51%	24
2025 Q4	$714K	Sell	1,911 -171	-8%	-$63.3K	0.54%	25
2025 Q3	$761K	Hold	2,082	–	–	0.58%	21
2025 Q2	$707K	Buy	2,082 +1,543	+286%	+$484K	0.57%	23
2025 Q1	$165K	Hold	539	–	–	0.14%	52
2024 Q4	$174K	Hold	539	–	–	0.15%	53
2024 Q3	$169K	Hold	539	–	–	0.15%	51
2024 Q2	$160K	Buy	+539	New	+$155K	0.15%	51

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SIMA Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 14% in Q2 2026, selling an estimated $106K and leaving 1,617 shares worth $662K. The position accounts for 0.47% of the portfolio, ranked #26.

SIMA Wealth Partners first reported a position in IWB in Q2 2024 and has held it in 9 quarters since. The position peaked at $761K in Q3 2025. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

SIMA Wealth Partners held 1,617 shares of iShares Russell 1000 ETF worth $662K as of Q2 2026.
SIMA Wealth Partners sold 267 iShares Russell 1000 ETF shares in Q2 2026, an estimated $106K.
iShares Russell 1000 ETF made up 0.47% of SIMA Wealth Partners's portfolio in Q2 2026, its #26 holding.
SIMA Wealth Partners first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's iShares Russell 1000 ETF position peaked at $761K in Q3 2025.
1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.