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Sunbelt Securities’s iShares Russell 1000 ETF IWB Stock Holding History

Sunbelt Securities’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 		$870K Sell
2,440
-22
-0.9% -$8.2K 0.05% 286
2025
Q4 		$920K Buy
2,462
+3
+0.1% +$1.11K 0.06% 263
2025
Q3 		$899K Buy
2,459
+944
+62% +$332K 0.06% 259
2025
Q2 		$488K Sell
1,515
-25
-2% -$7.85K 0.04% 357
2025
Q1 		$472K Buy
1,540
+25
+2% +$8.08K 0.04% 339
2024
Q4 		$490K Hold
1,515
– – 0.04% 356
2024
Q3 		$476K Sell
1,515
-144
-9% -$43.6K 0.05% 373
2024
Q2 		$493K Buy
1,659
+38
+2% +$10.9K 0.05% 343
2024
Q1 		$467K Hold
1,621
– – 0.05% 342
2023
Q4 		$425K Sell
1,621
-640
-28% -$157K 0.05% 342
2023
Q3 		$531K Hold
2,261
– – 0.07% 274
2023
Q2 		$551K Buy
2,261
+1,600
+242% +$368K 0.08% 265
2023
Q1 		$147K Buy
+661
New +$145K 0.02% 496
2022
Q2 		– Sell
-822
Closed -$209K – 466
2022
Q1 		$209K Buy
+822
New +$203K 0.04% 431

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

Sunbelt Securities's IWB Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Russell 1000 ETF (IWB) stake by 0.89% in Q1 2026, selling an estimated $8.2K and leaving 2,440 shares worth $870K. The position accounts for 0.05% of the portfolio, ranked #286.

Sunbelt Securities first reported a position in IWB in Q1 2022 and has held it in 14 quarters since. The position peaked at $920K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Sunbelt Securities held 2,440 shares of iShares Russell 1000 ETF worth $870K as of Q1 2026.
  • Sunbelt Securities sold 22 iShares Russell 1000 ETF shares in Q1 2026, an estimated $8.2K.
  • iShares Russell 1000 ETF made up 0.05% of Sunbelt Securities's portfolio in Q1 2026, its #286 holding.
  • Sunbelt Securities first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 14 quarters since.
  • Sunbelt Securities's iShares Russell 1000 ETF position peaked at $920K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.