Snowden Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Snowden Capital Advisors’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	$263K	Sell	738 -9,651	-93%	-$3.6M	0.01%	1084
2025 Q4	$3.88M	Buy	10,389 +9,701	+1,410%	+$3.59M	0.1%	199
2025 Q3	$252K	Buy	688 +6	+0.9%	+$2.11K	0.01%	1100
2025 Q2	$232K	Sell	682 -430	-39%	-$135K	0.01%	1114
2025 Q1	$341K	Sell	1,112 -3,629	-77%	-$1.17M	0.01%	916
2024 Q4	$1.53M	Buy	+4,741	New	+$1.54M	0.05%	376
2024 Q1	–	Sell	-10,305	Closed	-$2.7M	–	1194
2023 Q4	$2.7M	Buy	+10,305	New	+$2.52M	0.1%	234
2023 Q1	–	Sell	-11,263	Closed	-$2.37M	–	1171
2022 Q4	$2.37M	Buy	+11,263	New	+$2.38M	0.1%	251

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

Snowden Capital Advisors's IWB Position: Q1 2026 in Review

Snowden Capital Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 93% in Q1 2026, selling an estimated $3.6M and leaving 738 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #1084.

Snowden Capital Advisors first reported a position in IWB in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.88M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Snowden Capital Advisors held 738 shares of iShares Russell 1000 ETF worth $263K as of Q1 2026.
Snowden Capital Advisors sold 9,651 iShares Russell 1000 ETF shares in Q1 2026, an estimated $3.6M.
iShares Russell 1000 ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #1084 holding.
Snowden Capital Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 8 quarters since.
Snowden Capital Advisors's iShares Russell 1000 ETF position peaked at $3.88M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.