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Syverson Strege & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Syverson Strege & Co’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 		$902K Buy
2,529
+3
+0.1% +$1.12K 0.22% 47
2025
Q4 		$943K Sell
2,526
-956
-27% -$354K 0.22% 47
2025
Q3 		$1.27M Sell
3,482
-282
-7% -$99.3K 0.3% 37
2025
Q2 		$1.28M Buy
3,764
+6
+0.2% +$1.88K 0.3% 37
2025
Q1 		$1.15M Buy
3,758
+1
+0% +$323 0.37% 28
2024
Q4 		$1.21M Buy
3,757
+3
+0.1% +$972 0.4% 24
2024
Q3 		$1.18M Buy
3,754
+3
+0.1% +$909 0.4% 27
2024
Q2 		$1.12M Buy
3,751
+2
+0.1% +$574 0.38% 27
2024
Q1 		$1.08M Buy
3,749
+3
+0.1% +$822 0.39% 26
2023
Q4 		$982K Hold
3,746
– – 0.38% 25
2023
Q3 		$880K Sell
3,746
-662
-15% -$162K 0.39% 23
2023
Q2 		$1.07M Buy
4,408
+3
+0.1% +$691 0.46% 19
2023
Q1 		$992K Buy
4,405
+3
+0.1% +$660 0.42% 19
2022
Q4 		$927K Buy
4,402
+4
+0.1% +$847 0.42% 22
2022
Q3 		$868K Buy
4,398
+4
+0.1% +$877 0.44% 21
2022
Q2 		$913K Buy
4,394
+3
+0.1% +$678 0.34% 28
2022
Q1 		$1.1M Sell
4,391
-7
-0.2% -$1.73K 1.19% 15
2021
Q4 		$1.16M Buy
4,398
+2
+0% +$515 0.86% 18
2021
Q3 		$1.06M Buy
4,396
+4
+0.1% +$994 0.85% 19
2021
Q2 		$1.06M Sell
4,392
-7
-0.2% -$1.65K 0.95% 19
2021
Q1 		$985K Sell
4,399
-2
-0% -$438 1.02% 17
2020
Q4 		$932K Buy
+4,401
New +$878K 0.89% 18

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

Syverson Strege & Co's IWB Position: Q1 2026 in Review

Syverson Strege & Co increased its iShares Russell 1000 ETF (IWB) stake by 0.12% in Q1 2026, buying an estimated $1.12K and bringing the position to 2,529 shares worth $902K. The position accounts for 0.22% of the portfolio, ranked #47.

Syverson Strege & Co first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.28M in Q2 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Syverson Strege & Co held 2,529 shares of iShares Russell 1000 ETF worth $902K as of Q1 2026.
  • Syverson Strege & Co bought 3 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.12K.
  • iShares Russell 1000 ETF made up 0.22% of Syverson Strege & Co's portfolio in Q1 2026, its #47 holding.
  • Syverson Strege & Co first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Syverson Strege & Co's iShares Russell 1000 ETF position peaked at $1.28M in Q2 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.