Strategic Wealth Partners’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
Q2 | $1.44M | Sell |
3,509
-22
| -0.6% | -$8.72K | 0.09% | 130 |
|
|
2026
Q1 | $1.26M | Sell |
3,531
-103
| -3% | -$38.4K | 0.09% | 131 |
|
|
2025
Q4 | $1.36M | Sell |
3,634
-23
| -0.6% | -$8.52K | 0.09% | 128 |
|
|
2025
Q3 | $1.34M | Buy |
3,657
+31
| +0.9% | +$10.9K | 0.1% | 137 |
|
|
2025
Q2 | $1.23M | Buy |
+3,626
| New | +$1.14M | 0.1% | 136 |
|
|
2024
Q4 | $1.22M | Hold |
3,626
| – | – | 0.1% | 135 |
|
|
2024
Q3 | $1.14M | Hold |
3,626
| – | – | 0.11% | 137 |
|
|
2024
Q2 | $1.08M | Hold |
3,626
| – | – | 0.11% | 129 |
|
|
2024
Q1 | $1.04M | Buy |
3,626
+89
| +3% | +$24.4K | 0.11% | 131 |
|
|
2023
Q4 | $928K | Hold |
3,537
| – | – | 0.11% | 135 |
|
|
2023
Q3 | $831K | Hold |
3,537
| – | – | 0.11% | 165 |
|
|
2023
Q2 | $862K | Buy |
3,537
+2,365
| +202% | +$545K | 0.11% | 161 |
|
|
2023
Q1 | $264K | Buy |
+1,172
| New | +$258K | 0.04% | 227 |
|
|
2022
Q4 | – | Sell |
-7,717
| Closed | -$1.52M | – | 276 |
|
|
2022
Q3 | $1.52M | Buy |
7,717
+1,007
| +15% | +$221K | 0.32% | 102 |
|
|
2022
Q2 | $1.39M | Buy |
6,710
+302
| +5% | +$68.3K | 0.3% | 100 |
|
|
2022
Q1 | $1.6M | Buy |
6,408
+1,208
| +23% | +$298K | 0.31% | 103 |
|
|
2021
Q4 | $1.38M | Buy |
5,200
+168
| +3% | +$43.2K | 0.26% | 119 |
|
|
2021
Q3 | $1.22M | Buy |
5,032
+487
| +11% | +$121K | 0.36% | 83 |
|
|
2021
Q2 | $1.1M | Buy |
4,545
+490
| +12% | +$115K | 0.36% | 77 |
|
|
2021
Q1 | $908K | Buy |
4,055
+734
| +22% | +$161K | 0.36% | 70 |
|
|
2020
Q4 | $704K | Sell |
3,321
-58
| -2% | -$11.6K | 0.3% | 87 |
|
|
2020
Q3 | $632K | Sell |
3,379
-2,760
| -45% | -$510K | 0.32% | 76 |
|
|
2020
Q2 | $1.05M | Buy |
6,139
+4,518
| +279% | +$731K | 0.54% | 53 |
|
|
2020
Q1 | $289K | Hold |
1,621
| – | – | 0.15% | 114 |
|
|
2019
Q4 | $289K | Sell |
1,621
-76
| -4% | -$13K | 0.15% | 114 |
|
|
2019
Q3 | $275 | Sell |
1,697
-185
| -10% | -$30.4K | ﹤0.01% | 237 |
|
|
2019
Q2 | $306K | Sell |
1,882
-375
| -17% | -$60K | 0.15% | 110 |
|
|
2019
Q1 | $359K | Hold |
2,257
| – | – | 0.16% | 118 |
|
|
2018
Q4 | $326K | Sell |
2,257
-91
| -4% | -$13.6K | 0.16% | 108 |
|
|
2018
Q3 | $380K | Sell |
2,348
-567
| -19% | -$90K | 0.2% | 103 |
|
|
2018
Q2 | $443K | Sell |
2,915
-2,519
| -46% | -$380K | 0.26% | 98 |
|
|
2018
Q1 | $798K | Sell |
5,434
-1,095
| -17% | -$166K | 0.41% | 86 |
|
|
2017
Q4 | $938K | Buy |
+6,529
| New | +$945K | 0.52% | 67 |
|
Other funds holding IWB
Strategic Wealth Partners's IWB Position: Q2 2026 in Review
Strategic Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 0.62% in Q2 2026, selling an estimated $8.72K and leaving 3,509 shares worth $1.44M. The position accounts for 0.09% of the portfolio, ranked #130.
Strategic Wealth Partners first reported a position in IWB in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.6M in Q1 2022. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Strategic Wealth Partners held 3,509 shares of iShares Russell 1000 ETF worth $1.44M as of Q2 2026.
- Strategic Wealth Partners sold 22 iShares Russell 1000 ETF shares in Q2 2026, an estimated $8.72K.
- iShares Russell 1000 ETF made up 0.09% of Strategic Wealth Partners's portfolio in Q2 2026, its #130 holding.
- Strategic Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 33 quarters since.
- Strategic Wealth Partners's iShares Russell 1000 ETF position peaked at $1.6M in Q1 2022.
- 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.