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Soltis Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Soltis Investment 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 		$691K Buy
1,937
+180
+10% +$67.1K 0.04% 278
2025
Q4 		$656K Sell
1,757
-46
-3% -$17K 0.04% 277
2025
Q3 		$659K Buy
1,803
+77
+4% +$27.1K 0.05% 262
2025
Q2 		$586K Buy
1,726
+100
+6% +$31.4K 0.05% 238
2025
Q1 		$499K Sell
1,626
-6
-0.4% -$1.94K 0.04% 241
2024
Q4 		$526K Sell
1,632
-112
-6% -$36.3K 0.05% 231
2024
Q3 		$548K Sell
1,744
-94
-5% -$28.5K 0.05% 216
2024
Q2 		$547K Sell
1,838
-132
-7% -$37.9K 0.06% 205
2024
Q1 		$567K Buy
1,970
+64
+3% +$17.5K 0.06% 190
2023
Q4 		$500K Buy
1,906
+425
+29% +$104K 0.06% 187
2023
Q3 		$348K Buy
1,481
+58
+4% +$14.2K 0.04% 204
2023
Q2 		$347K Buy
1,423
+121
+9% +$27.9K 0.04% 202
2023
Q1 		$293K Sell
1,302
-73
-5% -$16.1K 0.04% 213
2022
Q4 		$289K Buy
1,375
+190
+16% +$40.2K 0.04% 205
2022
Q3 		$234K Buy
+1,185
New +$260K 0.04% 206
2022
Q2 		– Sell
-811
Closed -$203K – 254
2022
Q1 		$203K Sell
811
-255
-24% -$63K 0.03% 242
2021
Q4 		$282K Buy
1,066
+231
+28% +$59.5K 0.04% 215
2021
Q3 		$202K Buy
+835
New +$208K 0.03% 231

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Soltis Investment Advisors's IWB Position: Q1 2026 in Review

Soltis Investment Advisors increased its iShares Russell 1000 ETF (IWB) stake by 10% in Q1 2026, buying an estimated $67.1K and bringing the position to 1,937 shares worth $691K. The position accounts for 0.04% of the portfolio, ranked #278.

Soltis Investment Advisors first reported a position in IWB in Q3 2021 and has held it in 18 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Soltis Investment Advisors held 1,937 shares of iShares Russell 1000 ETF worth $691K as of Q1 2026.
  • Soltis Investment Advisors bought 180 iShares Russell 1000 ETF shares in Q1 2026, an estimated $67.1K.
  • iShares Russell 1000 ETF made up 0.04% of Soltis Investment Advisors's portfolio in Q1 2026, its #278 holding.
  • Soltis Investment Advisors first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 18 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.