SP Asset Management
IWB icon

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

SP 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
Q3 		$228K Buy
547
+1
+0.2% +$416 0.02% 131
2026
Q2 		$224K Buy
+546
New +$216K 0.02% 129
2026
Q1 		– Sell
-544
Closed -$203K – 125
2025
Q4 		$203K Buy
+544
New +$201K 0.02% 134

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

SP Asset Management's IWB Position: Q3 2026 in Review

SP Asset Management increased its iShares Russell 1000 ETF (IWB) stake by 0.18% in Q3 2026, buying an estimated $416 and bringing the position to 547 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #131.

SP Asset Management first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. 1,095 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • SP Asset Management held 547 shares of iShares Russell 1000 ETF worth $228K as of Q3 2026.
  • SP Asset Management bought 1 iShares Russell 1000 ETF share in Q3 2026, an estimated $416.
  • iShares Russell 1000 ETF made up 0.02% of SP Asset Management's portfolio in Q3 2026, its #131 holding.
  • SP Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,095 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on SP Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.