Single Point Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Single Point 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	$22.7M	Sell	55,525 -1,255	-2%	-$497K	4%	5
2026 Q1	$20.2M	Sell	56,780 -512	-0.9%	-$191K	4.03%	5
2025 Q4	$21.4M	Sell	57,292 -773	-1%	-$286K	4.23%	5
2025 Q3	$21.2M	Sell	58,065 -365	-0.6%	-$129K	4.31%	5
2025 Q2	$19.8M	Buy	58,430 +5,543	+10%	+$1.74M	4.34%	5
2025 Q1	$16.2M	Sell	52,887 -1,174	-2%	-$380K	3.81%	5
2024 Q4	$17.4M	Buy	+54,061	New	+$17.5M	4.01%	6
2024 Q2	–	Sell	-133,748	Closed	-$38.5M	–	53
2024 Q1	$38.5M	Sell	133,748 -271	-0.2%	-$74.3K	8.95%	3
2023 Q4	$35.1M	Sell	134,019 -1,265	-0.9%	-$310K	8.76%	3
2023 Q3	$31.9M	Buy	+135,284	New	+$33.1M	8.38%	3
2023 Q2	–	Sell	-144,377	Closed	-$32.5M	–	108
2023 Q1	$32.5M	Sell	144,377 -9,916	-6%	-$2.18M	7.11%	3
2022 Q4	$32.5M	Buy	154,293 +13,465	+10%	+$2.85M	7.81%	3
2022 Q3	$27.8M	Buy	140,828 +117,096	+493%	+$25.7M	7.63%	3
2022 Q2	$4.93M	Buy	23,732 +360	+2%	+$81.4K	1.35%	16
2022 Q1	$5.84M	Buy	23,372 +323	+1%	+$79.7K	1.49%	12
2021 Q4	$6.09M	Buy	+23,049	New	+$5.93M	1.63%	10
2021 Q3	–	Sell	-23,119	Closed	-$5.6M	–	56
2021 Q2	$5.6M	Sell	23,119 -29	-0.1%	-$6.83K	1.93%	9
2021 Q1	$5.24M	Sell	23,148 -3,437	-13%	-$753K	1.92%	11
2020 Q4	$5.63M	Buy	26,585 +3,447	+15%	+$688K	2.54%	9
2020 Q3	$4.33M	Sell	23,138 -39	-0.2%	-$7.2K	2.3%	11
2020 Q2	$3.98M	Buy	23,177 +2,280	+11%	+$369K	2.32%	12
2020 Q1	$2.96M	Buy	20,897 +18,892	+942%	+$3.19M	2.05%	13
2019 Q4	$358K	Buy	+2,005	New	+$342K	0.22%	43

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

Single Point Partners's IWB Position: Q2 2026 in Review

Single Point Partners reduced its iShares Russell 1000 ETF (IWB) stake by 2.2% in Q2 2026, selling an estimated $497K and leaving 55,525 shares worth $22.7M. The position accounts for 4% of the portfolio, ranked #5.

Single Point Partners first reported a position in IWB in Q4 2019 and has held it in 23 quarters since. The position peaked at $38.5M in Q1 2024. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Single Point Partners held 55,525 shares of iShares Russell 1000 ETF worth $22.7M as of Q2 2026.
Single Point Partners sold 1,255 iShares Russell 1000 ETF shares in Q2 2026, an estimated $497K.
iShares Russell 1000 ETF made up 4% of Single Point Partners's portfolio in Q2 2026, its #5 holding.
Single Point Partners first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 23 quarters since.
Single Point Partners's iShares Russell 1000 ETF position peaked at $38.5M in Q1 2024.
1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.