Steward Partners Investment Advisory’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.29M | Sell |
6,416
-73
| -1% | -$27.2K | 0.01% | 804 |
|
|
2025
Q4 | $2.42M | Sell |
6,489
-562
| -8% | -$208K | 0.01% | 714 |
|
|
2025
Q3 | $2.58M | Sell |
7,051
-120
| -2% | -$42.3K | 0.01% | 680 |
|
|
2025
Q2 | $2.44M | Buy |
7,171
+187
| +3% | +$58.7K | 0.02% | 657 |
|
|
2025
Q1 | $2.14M | Buy |
6,984
+51
| +0.7% | +$16.5K | 0.02% | 645 |
|
|
2024
Q4 | $2.23M | Buy |
6,933
+192
| +3% | +$62.2K | 0.02% | 603 |
|
|
2024
Q3 | $2.12M | Buy |
6,741
+3,018
| +81% | +$914K | 0.02% | 603 |
|
|
2024
Q2 | $1.11M | Sell |
3,723
-224
| -6% | -$64.3K | 0.01% | 773 |
|
|
2024
Q1 | $1.14M | Buy |
3,947
+590
| +18% | +$162K | 0.01% | 745 |
|
|
2023
Q4 | $880K | Buy |
3,357
+582
| +21% | +$143K | 0.01% | 779 |
|
|
2023
Q3 | $652K | Buy |
2,775
+32
| +1% | +$7.83K | 0.01% | 828 |
|
|
2023
Q2 | $669K | Sell |
2,743
-191
| -7% | -$44K | 0.01% | 829 |
|
|
2023
Q1 | $661K | Hold |
2,934
| – | – | 0.01% | 822 |
|
|
2022
Q4 | $618K | Buy |
2,934
+1,549
| +112% | +$328K | 0.01% | 816 |
|
|
2022
Q3 | $273K | Buy |
1,385
+500
| +56% | +$110K | 0.01% | 1069 |
|
|
2022
Q2 | $184K | Hold |
885
| – | – | ﹤0.01% | 1237 |
|
|
2022
Q1 | $221K | Buy |
885
+31
| +4% | +$7.65K | ﹤0.01% | 1258 |
|
|
2021
Q4 | $226K | Buy |
854
+2
| +0.2% | +$515 | ﹤0.01% | 1257 |
|
|
2021
Q3 | $206K | Buy |
852
+115
| +16% | +$28.6K | ﹤0.01% | 1262 |
|
|
2021
Q2 | $178K | Sell |
737
-4,871
| -87% | -$1.15M | ﹤0.01% | 1626 |
|
|
2021
Q1 | $1.26M | Buy |
5,608
+4,871
| +661% | +$1.07M | 0.02% | 570 |
|
|
2020
Q4 | $156K | Hold |
737
| – | – | ﹤0.01% | 1172 |
|
|
2020
Q3 | $138K | Buy |
737
+446
| +153% | +$82.4K | ﹤0.01% | 1084 |
|
|
2020
Q2 | $50K | Sell |
291
-84
| -22% | -$13.6K | ﹤0.01% | 1413 |
|
|
2020
Q1 | $53K | Sell |
375
-1,152
| -75% | -$195K | ﹤0.01% | 1236 |
|
|
2019
Q4 | $272K | Buy |
1,527
+89
| +6% | +$15.2K | 0.01% | 792 |
|
|
2019
Q3 | $236K | Buy |
1,438
+1,160
| +417% | +$190K | 0.01% | 790 |
|
|
2019
Q2 | $45K | Buy |
+278
| New | +$44.5K | ﹤0.01% | 1373 |
|
|
2018
Q4 | – | Sell |
-273
| Closed | -$44K | – | 1459 |
|
|
2018
Q3 | $44K | Hold |
273
| – | – | ﹤0.01% | 1249 |
|
|
2018
Q2 | $41K | Buy |
273
+207
| +314% | +$31.2K | ﹤0.01% | 1176 |
|
|
2018
Q1 | $9K | Hold |
66
| – | – | ﹤0.01% | 1610 |
|
|
2017
Q4 | $9K | Hold |
66
| – | – | ﹤0.01% | 1372 |
|
|
2017
Q3 | $9K | Hold |
66
| – | – | ﹤0.01% | 1137 |
|
|
2017
Q2 | $8K | Hold |
66
| – | – | ﹤0.01% | 1107 |
|
|
2017
Q1 | $8K | Buy |
+66
| New | +$8.55K | ﹤0.01% | 1003 |
|
Other funds holding IWB
Steward Partners Investment Advisory's IWB Position: Q1 2026 in Review
Steward Partners Investment Advisory reduced its iShares Russell 1000 ETF (IWB) stake by 1.1% in Q1 2026, selling an estimated $27.2K and leaving 6,416 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #804.
Steward Partners Investment Advisory first reported a position in IWB in Q1 2017 and has held it in 35 quarters since. The position peaked at $2.58M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- Steward Partners Investment Advisory held 6,416 shares of iShares Russell 1000 ETF worth $2.29M as of Q1 2026.
- Steward Partners Investment Advisory sold 73 iShares Russell 1000 ETF shares in Q1 2026, an estimated $27.2K.
- iShares Russell 1000 ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #804 holding.
- Steward Partners Investment Advisory first reported a position in iShares Russell 1000 ETF in Q1 2017 and has held it in 35 quarters since.
- Steward Partners Investment Advisory's iShares Russell 1000 ETF position peaked at $2.58M in Q3 2025.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.