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

Stratos 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 		$10.9M Sell
30,430
-826
-3% -$308K 0.12% 178
2025
Q4 		$11.7M Sell
31,256
-465
-1% -$172K 0.13% 158
2025
Q3 		$11.6M Buy
31,721
+339
+1% +$119K 0.14% 147
2025
Q2 		$10.7M Sell
31,382
-26
-0.1% -$8.16K 0.14% 145
2025
Q1 		$9.63M Sell
31,408
-2,922
-9% -$945K 0.15% 143
2024
Q4 		$11.1M Sell
34,330
-2,091
-6% -$677K 0.16% 127
2024
Q3 		$11.5M Buy
36,421
+218
+0.6% +$66K 0.17% 127
2024
Q2 		$10.8M Buy
36,203
+21
+0.1% +$6.03K 0.17% 122
2024
Q1 		$10.4M Sell
36,182
-1,979
-5% -$542K 0.17% 134
2023
Q4 		$10M Buy
38,161
+766
+2% +$188K 0.19% 120
2023
Q3 		$8.78M Buy
37,395
+70
+0.2% +$17.1K 0.19% 117
2023
Q2 		$9.1M Sell
37,325
-846
-2% -$195K 0.21% 107
2023
Q1 		$8.6M Sell
38,171
-2,248
-6% -$495K 0.23% 95
2022
Q4 		$8.51M Sell
40,419
-140
-0.3% -$29.6K 0.22% 99
2022
Q3 		$8M Sell
40,559
-358
-0.9% -$78.5K 0.22% 92
2022
Q2 		$8.5M Buy
40,917
+710
+2% +$160K 0.21% 97
2022
Q1 		$10.1M Buy
40,207
+739
+2% +$182K 0.22% 96
2021
Q4 		$10.4M Sell
39,468
-876
-2% -$225K 0.23% 91
2021
Q3 		$9.75M Buy
40,344
+1,187
+3% +$295K 0.25% 85
2021
Q2 		$9.48M Buy
39,157
+589
+2% +$139K 0.24% 85
2021
Q1 		$8.63M Buy
38,568
+71
+0.2% +$15.5K 0.24% 92
2020
Q4 		$8.15M Buy
38,497
+230
+0.6% +$45.9K 0.24% 92
2020
Q3 		$7.16M Sell
38,267
-782
-2% -$144K 0.24% 104
2020
Q2 		$6.7M Sell
39,049
-1,350
-3% -$218K 0.24% 98
2020
Q1 		$5.72M Sell
40,399
-3,741
-8% -$632K 0.26% 85
2019
Q4 		$7.88M Buy
44,140
+1,425
+3% +$243K 0.31% 68
2019
Q3 		$7.03M Buy
42,715
+554
+1% +$90.9K 0.3% 65
2019
Q2 		$6.86M Buy
42,161
+232
+0.6% +$37.1K 0.3% 66
2019
Q1 		$6.6M Sell
41,929
-19,167
-31% -$2.9M 0.3% 65
2018
Q4 		$8.47M Sell
61,096
-22,590
-27% -$3.38M 0.44% 39
2018
Q3 		$13.5M Sell
83,686
-52,028
-38% -$8.26M 0.6% 26
2018
Q2 		$20.6M Buy
135,714
+243
+0.2% +$36.6K 0.92% 17
2018
Q1 		$19.9M Sell
135,471
-10,708
-7% -$1.63M 0.84% 17
2017
Q4 		$21.7M Buy
146,179
+1,856
+1% +$269K 0.97% 16
2017
Q3 		$20.2M Buy
144,323
+2,749
+2% +$377K 0.95% 17
2017
Q2 		$19.2M Sell
141,574
-1,154
-0.8% -$154K 0.99% 16
2017
Q1 		$18.7M Sell
142,728
-20,773
-13% -$2.69M 1.06% 16
2016
Q4 		$20.3M Buy
163,501
+3,694
+2% +$449K 1.27% 12
2016
Q3 		$19.3M Sell
159,807
-2,747
-2% -$330K 1.3% 16
2016
Q2 		$19M Sell
162,554
-3,002
-2% -$346K 1.41% 15
2016
Q1 		$18.9M Buy
165,556
+201
+0.1% +$21.7K 1.62% 15
2015
Q4 		$18.7M Buy
165,355
+121,921
+281% +$13.9M 1.56% 15
2015
Q3 		$4.65M Buy
43,434
+31,914
+277% +$3.62M 0.58% 29
2015
Q2 		$1.34M Buy
11,520
+2,800
+32% +$330K 0.17% 124
2015
Q1 		$1.01M Buy
8,720
+2,147
+33% +$248K 0.12% 170
2014
Q4 		$753K Buy
6,573
+3,753
+133% +$421K 0.14% 158
2014
Q3 		$310K Buy
+2,820
New +$312K 0.07% 223

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 Partners's IWB Position: Q1 2026 in Review

Stratos Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 2.6% in Q1 2026, selling an estimated $308K and leaving 30,430 shares worth $10.9M. The position accounts for 0.12% of the portfolio, ranked #178.

Stratos Wealth Partners first reported a position in IWB in Q3 2014 and has held it in 47 quarters since. The position peaked at $21.7M in Q4 2017. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Stratos Wealth Partners held 30,430 shares of iShares Russell 1000 ETF worth $10.9M as of Q1 2026.
  • Stratos Wealth Partners sold 826 iShares Russell 1000 ETF shares in Q1 2026, an estimated $308K.
  • iShares Russell 1000 ETF made up 0.12% of Stratos Wealth Partners's portfolio in Q1 2026, its #178 holding.
  • Stratos Wealth Partners first reported a position in iShares Russell 1000 ETF in Q3 2014 and has held it in 47 quarters since.
  • Stratos Wealth Partners's iShares Russell 1000 ETF position peaked at $21.7M in Q4 2017.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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