Symphony Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Symphony Financial’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	$375K	Buy	1,053 +100	+10%	+$37.3K	0.05%	202
2025 Q4	$356K	Buy	953 +110	+13%	+$40.7K	0.05%	207
2025 Q3	$308K	Buy	+843	New	+$297K	0.04%	213
2023 Q3	–	Sell	-1,112	Closed	-$268K	–	177
2023 Q2	$268K	Buy	1,112 +2	+0.2%	+$461	0.07%	161
2023 Q1	$246K	Buy	1,110 +3	+0.3%	+$660	0.06%	187
2022 Q4	$234K	Sell	1,107 -550	-33%	-$116K	0.06%	183
2022 Q3	$332K	Sell	1,657 -10	-0.6%	-$2.19K	0.11%	160
2022 Q2	$350K	Sell	1,667 -3,020	-64%	-$683K	0.1%	148
2022 Q1	$1.16M	Sell	4,687 -28,028	-86%	-$6.92M	0.27%	75
2021 Q4	$8.71M	Buy	+32,715	New	+$8.42M	2.42%	12

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Symphony Financial's IWB Position: Q1 2026 in Review

Symphony Financial increased its iShares Russell 1000 ETF (IWB) stake by 10% in Q1 2026, buying an estimated $37.3K and bringing the position to 1,053 shares worth $375K. The position accounts for 0.05% of the portfolio, ranked #202.

Symphony Financial first reported a position in IWB in Q4 2021 and has held it in 10 quarters since. The position peaked at $8.71M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Symphony Financial held 1,053 shares of iShares Russell 1000 ETF worth $375K as of Q1 2026.
Symphony Financial bought 100 iShares Russell 1000 ETF shares in Q1 2026, an estimated $37.3K.
iShares Russell 1000 ETF made up 0.05% of Symphony Financial's portfolio in Q1 2026, its #202 holding.
Symphony Financial first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 10 quarters since.
Symphony Financial's iShares Russell 1000 ETF position peaked at $8.71M in Q4 2021.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.