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

SkyOak 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 		$432K Sell
1,055
-42
-4% -$16.6K 0.07% 144
2026
Q1 		$391K Hold
1,097
– – 0.07% 148
2025
Q4 		$410K Sell
1,097
-55
-5% -$20.4K 0.07% 145
2025
Q3 		$421K Sell
1,152
-1
-0.1% -$352 0.08% 140
2025
Q2 		$392K Hold
1,153
– – 0.08% 145
2025
Q1 		$354K Buy
1,153
+2
+0.2% +$647 0.08% 146
2024
Q4 		$371K Sell
1,151
-123
-10% -$39.8K 0.08% 143
2024
Q3 		$401K Sell
1,274
-2
-0.2% -$606 0.09% 131
2024
Q2 		$380K Sell
1,276
-555
-30% -$159K 0.09% 141
2024
Q1 		$527K Hold
1,831
– – 0.13% 116
2023
Q4 		$480K Sell
1,831
-239
-12% -$58.5K 0.13% 126
2023
Q3 		$486K Buy
2,070
+565
+38% +$138K 0.14% 110
2023
Q2 		$367K Hold
1,505
– – 0.1% 146
2023
Q1 		$339K Sell
1,505
-25
-2% -$5.5K 0.1% 152
2022
Q4 		$322K Hold
1,530
– – 0.11% 153
2022
Q3 		$302K Buy
1,530
+47
+3% +$10.3K 0.11% 152
2022
Q2 		$308K Buy
1,483
+58
+4% +$13.1K 0.11% 154
2022
Q1 		$356K Hold
1,425
– – 0.1% 156
2021
Q4 		$377K Hold
1,425
– – 0.1% 153
2021
Q3 		$344K Sell
1,425
-5
-0.3% -$1.24K 0.09% 156
2021
Q2 		$346K Hold
1,430
– – 0.09% 154
2021
Q1 		$338K Sell
1,430
-132
-8% -$28.9K 0.09% 156
2020
Q4 		$331K Sell
1,562
-96
-6% -$19.2K 0.1% 153
2020
Q3 		$310K Hold
1,658
– – 0.11% 153
2020
Q2 		$285K Buy
1,658
+38
+2% +$6.15K 0.11% 190
2020
Q1 		$229K Sell
1,620
-1
-0.1% -$169 0.12% 182
2019
Q4 		$289K Buy
+1,621
New +$277K 0.09% 236

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

SkyOak Wealth's IWB Position: Q2 2026 in Review

SkyOak Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 3.8% in Q2 2026, selling an estimated $16.6K and leaving 1,055 shares worth $432K. The position accounts for 0.07% of the portfolio, ranked #144.

SkyOak Wealth first reported a position in IWB in Q4 2019 and has held it in 27 quarters since. The position peaked at $527K in Q1 2024. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • SkyOak Wealth held 1,055 shares of iShares Russell 1000 ETF worth $432K as of Q2 2026.
  • SkyOak Wealth sold 42 iShares Russell 1000 ETF shares in Q2 2026, an estimated $16.6K.
  • iShares Russell 1000 ETF made up 0.07% of SkyOak Wealth's portfolio in Q2 2026, its #144 holding.
  • SkyOak Wealth first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's iShares Russell 1000 ETF position peaked at $527K in Q1 2024.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.