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Sowell Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Sowell Financial Services’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 		$400K Buy
977
+1
+0.1% +$396 0.01% 746
2026
Q1 		$348K Buy
976
+1
+0.1% +$373 0.01% 782
2025
Q4 		$364K Sell
975
-40
-4% -$14.8K 0.01% 751
2025
Q3 		$371K Sell
1,015
-934
-48% -$329K 0.01% 740
2025
Q2 		$662K Hold
1,949
– – 0.03% 536
2025
Q1 		$598K Buy
+1,949
New +$630K 0.03% 542
2023
Q2 		– Sell
-1,267
Closed -$285K – 687
2023
Q1 		$285K Buy
+1,267
New +$279K 0.02% 574
2021
Q2 		– Sell
-945
Closed -$223K – 1627
2021
Q1 		$223K Buy
945
+182
+24% +$39.8K 0.01% 991
2020
Q4 		$162K Sell
763
-254
-25% -$50.7K 0.01% 936
2020
Q3 		$190K Buy
1,017
+290
+40% +$53.6K 0.01% 746
2020
Q2 		$125K Buy
727
+73
+11% +$11.8K 0.01% 898
2020
Q1 		$93K Sell
654
-120
-16% -$20.3K 0.01% 866
2019
Q4 		$138K Hold
774
– – 0.01% 819
2019
Q3 		$127K Buy
+774
New +$127K 0.01% 767
2018
Q1 		– Sell
-8,899
Closed -$1.38M – 289
2017
Q4 		$1.38M Buy
+8,899
New +$1.29M 0.34% 72
2017
Q1 		– Sell
-63
Closed -$8K – 414
2016
Q4 		$8K Buy
+63
New +$7.66K ﹤0.01% 500

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 29.2% 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

Sowell Financial Services's IWB Position: Q2 2026 in Review

Sowell Financial Services increased its iShares Russell 1000 ETF (IWB) stake by 0.1% in Q2 2026, buying an estimated $396 and bringing the position to 977 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #746.

Sowell Financial Services first reported a position in IWB in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.38M in Q4 2017. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Sowell Financial Services held 977 shares of iShares Russell 1000 ETF worth $400K as of Q2 2026.
  • Sowell Financial Services bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
  • iShares Russell 1000 ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #746 holding.
  • Sowell Financial Services first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 16 quarters since.
  • Sowell Financial Services's iShares Russell 1000 ETF position peaked at $1.38M in Q4 2017.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.