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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
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

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 Partners's IWB Position: Q1 2026 in Review

Summit Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 1.6% in Q1 2026, selling an estimated $155K and leaving 24,920 shares worth $8.89M. The position accounts for 1.41% of the portfolio, ranked #20.

Summit Wealth Partners first reported a position in IWB in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.3M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Summit Wealth Partners held 24,920 shares of iShares Russell 1000 ETF worth $8.89M as of Q1 2026.
  • Summit Wealth Partners sold 415 iShares Russell 1000 ETF shares in Q1 2026, an estimated $155K.
  • iShares Russell 1000 ETF made up 1.41% of Summit Wealth Partners's portfolio in Q1 2026, its #20 holding.
  • Summit Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth Partners's iShares Russell 1000 ETF position peaked at $11.3M in Q4 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.