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

SMART 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	–	Sell	-633	Closed	-$236K	–	219
2025 Q4	$236K	Buy	+633	New	+$234K	0.07%	169

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

SMART Wealth's IWB Position: Q1 2026 in Review

SMART Wealth sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 633 shares — an estimated $236K sold.

SMART Wealth first reported a position in IWB in Q4 2025 and held it in 1 quarter. The position peaked at $236K in Q4 2025. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

SMART Wealth reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
SMART Wealth sold 633 iShares Russell 1000 ETF shares in Q1 2026, an estimated $236K.
SMART Wealth first reported a position in iShares Russell 1000 ETF in Q4 2025 and held it in 1 quarter.
SMART Wealth's iShares Russell 1000 ETF position peaked at $236K in Q4 2025.
1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.