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Stephens Inc’s iShares Russell 1000 ETF IWB Stock Holding History

Stephens Inc’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 		$30.9M Buy
86,682
+1,466
+2% +$546K 0.39% 61
2025
Q4 		$31.8M Buy
85,216
+1,844
+2% +$683K 0.4% 57
2025
Q3 		$30.5M Buy
83,372
+1,500
+2% +$528K 0.39% 56
2025
Q2 		$27.8M Buy
81,872
+242
+0.3% +$76K 0.38% 55
2025
Q1 		$25M Buy
81,630
+1,477
+2% +$478K 0.37% 70
2024
Q4 		$25.8M Buy
80,153
+5,155
+7% +$1.67M 0.36% 68
2024
Q3 		$23.6M Buy
74,998
+657
+0.9% +$199K 0.33% 70
2024
Q2 		$22.1M Buy
74,341
+1,529
+2% +$439K 0.34% 66
2024
Q1 		$21M Buy
72,812
+720
+1% +$197K 0.33% 75
2023
Q4 		$18.9M Sell
72,092
-4,380
-6% -$1.07M 0.33% 77
2023
Q3 		$18M Sell
76,472
-1,578
-2% -$386K 0.34% 74
2023
Q2 		$19M Buy
78,050
+1,439
+2% +$331K 0.34% 74
2023
Q1 		$17.3M Sell
76,611
-679
-0.9% -$149K 0.33% 76
2022
Q4 		$16.3M Sell
77,290
-2,466
-3% -$522K 0.33% 75
2022
Q3 		$15.7M Buy
79,756
+77
+0.1% +$16.9K 0.34% 74
2022
Q2 		$16.6M Sell
79,679
-12,549
-14% -$2.84M 0.33% 74
2022
Q1 		$23.1M Buy
92,228
+1,638
+2% +$404K 0.38% 62
2021
Q4 		$24M Sell
90,590
-5,182
-5% -$1.33M 0.36% 65
2021
Q3 		$23.1M Buy
95,772
+4,108
+4% +$1.02M 0.36% 65
2021
Q2 		$22.2M Buy
91,664
+1,605
+2% +$378K 0.33% 75
2021
Q1 		$20.2M Sell
90,059
-5,494
-6% -$1.2M 0.33% 76
2020
Q4 		$20.2M Sell
95,553
-1,491
-2% -$298K 0.36% 64
2020
Q3 		$18.2M Buy
97,044
+17,111
+21% +$3.16M 0.36% 69
2020
Q2 		$13.7M Buy
79,933
+1,712
+2% +$277K 0.3% 80
2020
Q1 		$11.1M Sell
78,221
-17,748
-18% -$3M 0.29% 81
2019
Q4 		$17.1M Sell
95,969
-8,806
-8% -$1.5M 0.36% 66
2019
Q3 		$17.2M Sell
104,775
-5,787
-5% -$950K 0.38% 66
2019
Q2 		$18M Sell
110,562
-10,860
-9% -$1.74M 0.41% 55
2019
Q1 		$19.1M Sell
121,422
-438
-0.4% -$66.2K 0.45% 45
2018
Q4 		$16.9M Buy
121,860
+729
+0.6% +$109K 0.48% 41
2018
Q3 		$19.6M Sell
121,131
-16,576
-12% -$2.63M 0.49% 36
2018
Q2 		$20.9M Buy
137,707
+880
+0.6% +$133K 0.63% 26
2018
Q1 		$20.1M Buy
136,827
+7,137
+6% +$1.08M 0.75% 25
2017
Q4 		$19.3M Buy
129,690
+979
+0.8% +$142K 0.72% 28
2017
Q3 		$18M Sell
128,711
-1,452
-1% -$199K 0.65% 28
2017
Q2 		$17.6M Sell
130,163
-7,589
-6% -$1.01M 0.6% 29
2017
Q1 		$18.1M Sell
137,752
-16,346
-11% -$2.12M 0.66% 27
2016
Q4 		$19.2M Buy
154,098
+16,292
+12% +$1.98M 0.78% 17
2016
Q3 		$16.6M Buy
137,806
+3,650
+3% +$439K 0.73% 21
2016
Q2 		$15.7M Sell
134,156
-2,468
-2% -$285K 0.7% 22
2016
Q1 		$15.6M Sell
136,624
-3,896
-3% -$421K 0.76% 19
2015
Q4 		$15.9M Sell
140,520
-1,284
-0.9% -$147K 0.8% 17
2015
Q3 		$15.2M Buy
141,804
+2,125
+2% +$241K 0.79% 16
2015
Q2 		$16.2M Buy
139,679
+6,284
+5% +$741K 0.74% 17
2015
Q1 		$15.5M Buy
133,395
+1,601
+1% +$185K 0.7% 19
2014
Q4 		$15.1M Buy
131,794
+243
+0.2% +$27.2K 0.72% 19
2014
Q3 		$14.5M Buy
131,551
+3,593
+3% +$397K 0.72% 18
2014
Q2 		$14.1M Buy
127,958
+3,132
+3% +$333K 0.71% 16
2014
Q1 		$13.1M Buy
124,826
+18,324
+17% +$1.89M 0.71% 13
2013
Q4 		$11M Buy
106,502
+185
+0.2% +$18.3K 0.55% 22
2013
Q3 		$10M Sell
106,317
-2,795
-3% -$261K 0.54% 26
2013
Q2 		$9.81M Buy
+109,112
New +$9.77M 0.55% 27

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

Stephens Inc's IWB Position: Q1 2026 in Review

Stephens Inc increased its iShares Russell 1000 ETF (IWB) stake by 1.7% in Q1 2026, buying an estimated $546K and bringing the position to 86,682 shares worth $30.9M. The position accounts for 0.39% of the portfolio, ranked #61.

Stephens Inc first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $31.8M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Stephens Inc held 86,682 shares of iShares Russell 1000 ETF worth $30.9M as of Q1 2026.
  • Stephens Inc bought 1,466 iShares Russell 1000 ETF shares in Q1 2026, an estimated $546K.
  • iShares Russell 1000 ETF made up 0.39% of Stephens Inc's portfolio in Q1 2026, its #61 holding.
  • Stephens Inc first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Stephens Inc's iShares Russell 1000 ETF position peaked at $31.8M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.