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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
Q2 		$1.39M Buy
3,386
+168
+5% +$66.6K 0.05% 347
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

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 29.18% 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

Simplicity Wealth's IWB Position: Q2 2026 in Review

Simplicity Wealth increased its iShares Russell 1000 ETF (IWB) stake by 5.2% in Q2 2026, buying an estimated $66.6K and bringing the position to 3,386 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #347.

Simplicity Wealth first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.5M in Q1 2024. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Simplicity Wealth held 3,386 shares of iShares Russell 1000 ETF worth $1.39M as of Q2 2026.
  • Simplicity Wealth bought 168 iShares Russell 1000 ETF shares in Q2 2026, an estimated $66.6K.
  • iShares Russell 1000 ETF made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #347 holding.
  • Simplicity Wealth first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's iShares Russell 1000 ETF position peaked at $13.5M in Q1 2024.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.