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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
Q2 		$210K Buy
+513
New +$203K 0.05% 214
2026
Q1 		– Sell
-633
Closed -$236K – 219
2025
Q4 		$236K Buy
+633
New +$234K 0.07% 169

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

SMART Wealth's IWB Position: Q2 2026 in Review

SMART Wealth opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 513 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #214 among its holdings. This is a return to the name: SMART Wealth previously reported a position in IWB as recently as Q4 2025.

SMART Wealth first reported a position in IWB in Q4 2025 and has held it in 2 quarters since. The position peaked at $236K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • SMART Wealth held 513 shares of iShares Russell 1000 ETF worth $210K as of Q2 2026.
  • iShares Russell 1000 ETF was a new SMART Wealth position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.05% of SMART Wealth's portfolio in Q2 2026, its #214 holding.
  • SMART Wealth first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 2 quarters since.
  • SMART Wealth's iShares Russell 1000 ETF position peaked at $236K in Q4 2025.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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