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

Summit 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
Q2 		$9.75M Sell
23,811
-1,109
-4% -$440K 1.39% 22
2026
Q1 		$8.89M Sell
24,920
-415
-2% -$155K 1.41% 20
2025
Q4 		$9.46M Sell
25,335
-413
-2% -$153K 1.75% 16
2025
Q3 		$9.41M Sell
25,748
-518
-2% -$182K 1.7% 18
2025
Q2 		$8.92M Sell
26,266
-1,363
-5% -$428K 1.7% 18
2025
Q1 		$8.47M Sell
27,629
-511
-2% -$165K 1.72% 19
2024
Q4 		$9.07M Sell
28,140
-3,283
-10% -$1.06M 1.86% 16
2024
Q3 		$9.88M Sell
31,423
-1,328
-4% -$402K 1.9% 15
2024
Q2 		$9.74M Sell
32,751
-3,739
-10% -$1.07M 2.02% 14
2024
Q1 		$10.5M Buy
36,490
+2,061
+6% +$565K 2.24% 13
2023
Q4 		$9.03M Buy
34,429
+913
+3% +$224K 2.1% 13
2023
Q3 		$7.87M Sell
33,516
-676
-2% -$165K 2.01% 14
2023
Q2 		$8.33M Sell
34,192
-847
-2% -$195K 2.09% 14
2023
Q1 		$7.89M Sell
35,039
-217
-0.6% -$47.8K 2.03% 14
2022
Q4 		$7.42M Buy
35,256
+273
+0.8% +$57.8K 1.97% 16
2022
Q3 		$6.9M Sell
34,983
-2,623
-7% -$575K 1.95% 16
2022
Q2 		$7.81M Sell
37,606
-4,819
-11% -$1.09M 2.09% 15
2022
Q1 		$10.6M Sell
42,425
-225
-0.5% -$55.6K 2.4% 15
2021
Q4 		$11.3M Sell
42,650
-243
-0.6% -$62.5K 2.42% 15
2021
Q3 		$10.4M Sell
42,893
-709
-2% -$176K 2.45% 15
2021
Q2 		$10.6M Buy
43,602
+1,739
+4% +$410K 2.52% 14
2021
Q1 		$9.37M Buy
41,863
+1,509
+4% +$330K 2.4% 16
2020
Q4 		$8.55M Buy
40,354
+11,054
+38% +$2.21M 2.32% 14
2020
Q3 		$5.48M Buy
29,300
+2,653
+10% +$490K 1.65% 20
2020
Q2 		$4.57M Buy
26,647
+1,202
+5% +$194K 1.48% 22
2020
Q1 		$3.6M Buy
25,445
+989
+4% +$167K 1.47% 23
2019
Q4 		$4.36M Buy
+24,456
New +$4.17M 1.51% 21

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth Partners's IWB Position: Q2 2026 in Review

Summit Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 4.5% in Q2 2026, selling an estimated $440K and leaving 23,811 shares worth $9.75M. The position accounts for 1.39% of the portfolio, ranked #22.

Summit Wealth Partners first reported a position in IWB in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.3M in Q4 2021. 1,555 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Summit Wealth Partners held 23,811 shares of iShares Russell 1000 ETF worth $9.75M as of Q2 2026.
  • Summit Wealth Partners sold 1,109 iShares Russell 1000 ETF shares in Q2 2026, an estimated $440K.
  • iShares Russell 1000 ETF made up 1.39% of Summit Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Summit Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's iShares Russell 1000 ETF position peaked at $11.3M in Q4 2021.
  • 1,555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.