Smartleaf Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Smartleaf Asset Management’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	$3.61M	Buy	10,409 +960	+10%	+$358K	0.13%	142
2025 Q4	$3.55M	Buy	9,449 +4,398	+87%	+$1.63M	0.13%	137
2025 Q3	$1.84M	Buy	5,051 +448	+10%	+$158K	0.11%	199
2025 Q2	$1.55M	Buy	4,603 +1,534	+50%	+$482K	0.14%	172
2025 Q1	$936K	Buy	3,069 +2,721	+782%	+$880K	0.09%	244
2024 Q4	$113K	Hold	348	–	–	0.01%	792
2024 Q3	$109K	Hold	348	–	–	0.01%	688
2024 Q2	$104K	Hold	348	–	–	0.02%	565
2024 Q1	$100K	Hold	348	–	–	0.02%	520
2023 Q4	$91.6K	Buy	+348	New	+$85.2K	0.02%	441

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

Smartleaf Asset Management's IWB Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares Russell 1000 ETF (IWB) stake by 10% in Q1 2026, buying an estimated $358K and bringing the position to 10,409 shares worth $3.61M. The position accounts for 0.13% of the portfolio, ranked #142.

Smartleaf Asset Management first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Smartleaf Asset Management held 10,409 shares of iShares Russell 1000 ETF worth $3.61M as of Q1 2026.
Smartleaf Asset Management bought 960 iShares Russell 1000 ETF shares in Q1 2026, an estimated $358K.
iShares Russell 1000 ETF made up 0.13% of Smartleaf Asset Management's portfolio in Q1 2026, its #142 holding.
Smartleaf Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.