Simplicity Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Simplicity Wealth’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	$1.15M	Buy	3,218 +611	+23%	+$228K	0.07%	268
2025 Q4	$974K	Sell	2,607 -378	-13%	-$140K	0.06%	286
2025 Q3	$1.09M	Buy	2,985 +241	+9%	+$84.9K	0.06%	270
2025 Q2	$932K	Buy	2,744 +745	+37%	+$234K	0.04%	340
2025 Q1	$613K	Buy	1,999 +760	+61%	+$246K	0.05%	309
2024 Q4	$399K	Hold	1,239	–	–	0.08%	196
2024 Q3	$390K	Sell	1,239 -22,779	-95%	-$6.9M	0.04%	344
2024 Q2	$7.15M	Sell	24,018 -22,885	-49%	-$6.57M	0.16%	129
2024 Q1	$13.5M	Buy	+46,903	New	+$12.9M	0.32%	58

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

Simplicity Wealth's IWB Position: Q1 2026 in Review

Simplicity Wealth increased its iShares Russell 1000 ETF (IWB) stake by 23% in Q1 2026, buying an estimated $228K and bringing the position to 3,218 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #268.

Simplicity Wealth first reported a position in IWB in Q1 2024 and has held it in 9 quarters since. The position peaked at $13.5M in Q1 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Simplicity Wealth held 3,218 shares of iShares Russell 1000 ETF worth $1.15M as of Q1 2026.
Simplicity Wealth bought 611 iShares Russell 1000 ETF shares in Q1 2026, an estimated $228K.
iShares Russell 1000 ETF made up 0.07% of Simplicity Wealth's portfolio in Q1 2026, its #268 holding.
Simplicity Wealth first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's iShares Russell 1000 ETF position peaked at $13.5M in Q1 2024.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.