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Strategic Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Strategic Wealth Partners’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 		$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

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 Wealth Partners's IWB Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 2.8% in Q1 2026, selling an estimated $38.4K and leaving 3,531 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #131.

Strategic Wealth Partners first reported a position in IWB in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.6M in Q1 2022. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Strategic Wealth Partners held 3,531 shares of iShares Russell 1000 ETF worth $1.26M as of Q1 2026.
  • Strategic Wealth Partners sold 103 iShares Russell 1000 ETF shares in Q1 2026, an estimated $38.4K.
  • iShares Russell 1000 ETF made up 0.09% of Strategic Wealth Partners's portfolio in Q1 2026, its #131 holding.
  • Strategic Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 32 quarters since.
  • Strategic Wealth Partners's iShares Russell 1000 ETF position peaked at $1.6M in Q1 2022.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.