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Summit Wealth Group (Colorado)’s iShares Russell 1000 ETF IWB Stock Holding History

Summit Wealth Group (Colorado)’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 		$731K Sell
2,050
-264
-11% -$98.4K 0.08% 135
2025
Q4 		$864K Buy
+2,314
New +$857K 0.11% 106
2025
Q3 		– Sell
-1,975
Closed -$671K – 365
2025
Q2 		$671K Buy
+1,975
New +$620K 0.17% 110

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

Summit Wealth Group (Colorado)'s IWB Position: Q1 2026 in Review

Summit Wealth Group (Colorado) reduced its iShares Russell 1000 ETF (IWB) stake by 11% in Q1 2026, selling an estimated $98.4K and leaving 2,050 shares worth $731K. The position accounts for 0.08% of the portfolio, ranked #135.

Summit Wealth Group (Colorado) first reported a position in IWB in Q2 2025 and has held it in 3 quarters since. The position peaked at $864K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Summit Wealth Group (Colorado) held 2,050 shares of iShares Russell 1000 ETF worth $731K as of Q1 2026.
  • Summit Wealth Group (Colorado) sold 264 iShares Russell 1000 ETF shares in Q1 2026, an estimated $98.4K.
  • iShares Russell 1000 ETF made up 0.08% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #135 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s iShares Russell 1000 ETF position peaked at $864K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.