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Strategic Financial Concepts’s iShares Russell 1000 ETF IWB Stock Holding History

Strategic Financial Concepts’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 		– Sell
-557
Closed -$208K – 303
2025
Q4 		$208K Buy
+557
New +$206K 0.19% 118
2024
Q3 		– Sell
-17,980
Closed -$60 – 474
2024
Q2 		$60 Buy
+17,980
New +$5.16M ﹤0.01% 761

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 22.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Strategic Financial Concepts's IWB Position: Q1 2026 in Review

Strategic Financial Concepts sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 557 shares — an estimated $208K sold.

Strategic Financial Concepts first reported a position in IWB in Q2 2024 and held it in 2 quarters. The position peaked at $208K in Q4 2025. 1,476 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Strategic Financial Concepts reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 557 iShares Russell 1000 ETF shares in Q1 2026, an estimated $208K.
  • Strategic Financial Concepts first reported a position in iShares Russell 1000 ETF in Q2 2024 and held it in 2 quarters.
  • Strategic Financial Concepts's iShares Russell 1000 ETF position peaked at $208K in Q4 2025.
  • 1,476 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.