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

Tenon 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	$344K	Hold	966	–	–	0.14%	39
2025 Q4	$361K	Hold	966	–	–	0.15%	39
2025 Q3	$353K	Hold	966	–	–	0.18%	36
2025 Q2	$328K	Hold	966	–	–	0.14%	35
2025 Q1	$296K	Hold	966	–	–	0.18%	35
2024 Q4	$311K	Hold	966	–	–	0.2%	33
2024 Q3	$304K	Hold	966	–	–	0.2%	34
2024 Q2	$287K	Hold	966	–	–	0.22%	31
2024 Q1	$278K	Buy	+966	New	+$265K	0.23%	31

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

Tenon Financial's IWB Position: Q1 2026 in Review

Tenon Financial held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 966 shares worth $344K. The position accounts for 0.14% of the portfolio, ranked #39.

Tenon Financial first reported a position in IWB in Q1 2024 and has held it in 9 quarters since. The position peaked at $361K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Tenon Financial held 966 shares of iShares Russell 1000 ETF worth $344K as of Q1 2026.
Tenon Financial left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.14% of Tenon Financial's portfolio in Q1 2026, its #39 holding.
Tenon Financial first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 9 quarters since.
Tenon Financial's iShares Russell 1000 ETF position peaked at $361K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Tenon Financial's 13F filing for Q1 2026, filed 21 Apr 2026.