SNS Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

SNS Financial Group’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	$1.1M	Hold	3,096	–	–	0.1%	82
2025 Q4	$1.16M	Sell	3,096 -47	-1%	-$17.4K	0.1%	79
2025 Q3	$1.15M	Sell	3,143 -8	-0.3%	-$2.82K	0.1%	82
2025 Q2	$1.07M	Hold	3,151	–	–	0.1%	80
2025 Q1	$967K	Hold	3,151	–	–	0.1%	87
2024 Q4	$1.02M	Hold	3,151	–	–	0.1%	83
2024 Q3	$991K	Hold	3,151	–	–	0.1%	89
2024 Q2	$938K	Hold	3,151	–	–	0.1%	87
2024 Q1	$908K	Hold	3,151	–	–	0.1%	87
2023 Q4	$826K	Hold	3,151	–	–	0.1%	92
2023 Q3	$743K	Buy	3,151 +1,046	+50%	+$256K	0.1%	88
2023 Q2	$513K	Hold	2,105	–	–	0.07%	108
2023 Q1	$474K	Hold	2,105	–	–	0.06%	114
2022 Q4	$443K	Hold	2,105	–	–	0.06%	120
2022 Q3	$415K	Buy	2,105 +20	+1%	+$4.39K	0.06%	121
2022 Q2	$433K	Buy	2,085 +35	+2%	+$7.91K	0.06%	119
2022 Q1	$513K	Hold	2,050	–	–	0.06%	124
2021 Q4	$542K	Hold	2,050	–	–	0.06%	133
2021 Q3	$496K	Buy	2,050 +975	+91%	+$242K	0.06%	127
2021 Q2	$260K	Hold	1,075	–	–	0.03%	177
2021 Q1	$241K	Hold	1,075	–	–	0.03%	176
2020 Q4	$228K	Hold	1,075	–	–	0.03%	175
2020 Q3	$201K	Buy	+1,075	New	+$199K	0.03%	188
2014 Q1	–	Sell	-7,755	Closed	-$800K	–	110
2013 Q4	$800K	Buy	7,755 +75	+1%	+$7.42K	0.37%	55
2013 Q3	$723K	Sell	7,680 -84	-1%	-$7.85K	0.46%	38
2013 Q2	$698K	Buy	+7,764	New	+$695K	0.26%	38

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

SNS Financial Group's IWB Position: Q1 2026 in Review

SNS Financial Group held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 3,096 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #82.

SNS Financial Group first reported a position in IWB in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.16M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

SNS Financial Group held 3,096 shares of iShares Russell 1000 ETF worth $1.1M as of Q1 2026.
SNS Financial Group left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.1% of SNS Financial Group's portfolio in Q1 2026, its #82 holding.
SNS Financial Group first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 26 quarters since.
SNS Financial Group's iShares Russell 1000 ETF position peaked at $1.16M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.