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Stratos Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Stratos Wealth Advisors’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 		$479K Sell
1,343
-5,964
-82% -$2.22M 0.03% 395
2025
Q4 		$2.73M Sell
7,307
-134
-2% -$49.6K 0.13% 173
2025
Q3 		$2.72M Sell
7,441
-83
-1% -$29.2K 0.13% 168
2025
Q2 		$2.56M Buy
7,524
+1,168
+18% +$367K 0.13% 156
2025
Q1 		$1.95M Sell
6,356
-1,496
-19% -$484K 0.11% 188
2024
Q4 		$2.53M Sell
7,852
-194
-2% -$62.8K 0.12% 168
2024
Q3 		$2.53M Buy
8,046
+48
+0.6% +$14.5K 0.12% 189
2024
Q2 		$2.38M Buy
7,998
+1,242
+18% +$357K 0.12% 181
2024
Q1 		$1.95M Sell
6,756
-221
-3% -$60.6K 0.12% 197
2023
Q4 		$1.83M Buy
6,977
+281
+4% +$68.8K 0.11% 235
2023
Q3 		$1.57M Sell
6,696
-396
-6% -$96.9K 0.1% 234
2023
Q2 		$1.73M Buy
7,092
+12
+0.2% +$2.76K 0.12% 220
2023
Q1 		$1.59M Sell
7,080
-266
-4% -$58.5K 0.12% 218
2022
Q4 		$1.55M Buy
7,346
+3,237
+79% +$685K 0.13% 220
2022
Q3 		$811K Sell
4,109
-432
-10% -$94.7K 0.09% 272
2022
Q2 		$944K Sell
4,541
-1,579
-26% -$357K 0.09% 281
2022
Q1 		$1.53M Buy
6,120
+3,677
+151% +$908K 0.12% 206
2021
Q4 		$646K Buy
2,443
+387
+19% +$99.6K 0.05% 348
2021
Q3 		$497K Buy
+2,056
New +$511K 0.04% 358
2020
Q2 		– Sell
-36
Closed -$5K – 319
2020
Q1 		$5K Buy
+36
New +$6.09K ﹤0.01% 257

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

Stratos Wealth Advisors's IWB Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 82% in Q1 2026, selling an estimated $2.22M and leaving 1,343 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #395.

Stratos Wealth Advisors first reported a position in IWB in Q1 2020 and has held it in 20 quarters since. The position peaked at $2.73M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Stratos Wealth Advisors held 1,343 shares of iShares Russell 1000 ETF worth $479K as of Q1 2026.
  • Stratos Wealth Advisors sold 5,964 iShares Russell 1000 ETF shares in Q1 2026, an estimated $2.22M.
  • iShares Russell 1000 ETF made up 0.03% of Stratos Wealth Advisors's portfolio in Q1 2026, its #395 holding.
  • Stratos Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 20 quarters since.
  • Stratos Wealth Advisors's iShares Russell 1000 ETF position peaked at $2.73M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.