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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
Q2 		$5.21M Sell
12,725
-205
-2% -$81.2K 0.26% 99
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

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 29.18% 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

Strategic Blueprint's IWB Position: Q2 2026 in Review

Strategic Blueprint reduced its iShares Russell 1000 ETF (IWB) stake by 1.6% in Q2 2026, selling an estimated $81.2K and leaving 12,725 shares worth $5.21M. The position accounts for 0.26% of the portfolio, ranked #99.

Strategic Blueprint first reported a position in IWB in Q3 2019 and has held it in 16 quarters since. 1,553 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Strategic Blueprint held 12,725 shares of iShares Russell 1000 ETF worth $5.21M as of Q2 2026.
  • Strategic Blueprint sold 205 iShares Russell 1000 ETF shares in Q2 2026, an estimated $81.2K.
  • iShares Russell 1000 ETF made up 0.26% of Strategic Blueprint's portfolio in Q2 2026, its #99 holding.
  • Strategic Blueprint first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 16 quarters since.
  • 1,553 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.