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Strategic Blueprint’s iShares Russell 1000 ETF IWB Stock Holding History

Strategic Blueprint’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 		$4.61M Buy
12,930
+9
+0.1% +$3.35K 0.27% 99
2025
Q4 		$4.83M Sell
12,921
-200
-2% -$74.1K 0.28% 92
2025
Q3 		$4.8M Buy
13,121
+188
+1% +$66.2K 0.21% 115
2025
Q2 		$4.39M Buy
12,933
+359
+3% +$113K 0.22% 115
2025
Q1 		$3.86M Buy
12,574
+732
+6% +$237K 0.21% 110
2024
Q4 		$3.82M Buy
11,842
+16
+0.1% +$5.18K 0.23% 102
2024
Q3 		$3.72M Buy
11,826
+385
+3% +$117K 0.23% 99
2024
Q2 		$3.4M Buy
11,441
+86
+0.8% +$24.7K 0.23% 99
2024
Q1 		$3.27M Sell
11,355
-232
-2% -$63.6K 0.23% 98
2023
Q4 		$3.04M Buy
11,587
+3,230
+39% +$791K 0.25% 95
2023
Q3 		$1.96M Buy
8,357
+6,983
+508% +$1.71M 0.18% 124
2023
Q2 		$335K Buy
1,374
+48
+4% +$11.1K 0.03% 392
2023
Q1 		$299K Buy
+1,326
New +$292K 0.03% 412
2021
Q3 		– Sell
-12
Closed -$3K – 858
2021
Q2 		$3K Buy
+12
New +$2.83K ﹤0.01% 1177
2019
Q4 		– Sell
-160
Closed -$26K – 261
2019
Q3 		$26K Buy
+160
New +$26.3K 0.02% 207

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

Strategic Blueprint's IWB Position: Q1 2026 in Review

Strategic Blueprint increased its iShares Russell 1000 ETF (IWB) stake by 0.07% in Q1 2026, buying an estimated $3.35K and bringing the position to 12,930 shares worth $4.61M. The position accounts for 0.27% of the portfolio, ranked #99.

Strategic Blueprint first reported a position in IWB in Q3 2019 and has held it in 15 quarters since. The position peaked at $4.83M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Strategic Blueprint held 12,930 shares of iShares Russell 1000 ETF worth $4.61M as of Q1 2026.
  • Strategic Blueprint bought 9 iShares Russell 1000 ETF shares in Q1 2026, an estimated $3.35K.
  • iShares Russell 1000 ETF made up 0.27% of Strategic Blueprint's portfolio in Q1 2026, its #99 holding.
  • Strategic Blueprint first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 15 quarters since.
  • Strategic Blueprint's iShares Russell 1000 ETF position peaked at $4.83M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.