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TFO Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

TFO 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 		$32.3M Sell
90,670
-264
-0.3% -$98.4K 4.4% 3
2025
Q4 		$34M Sell
90,934
-93
-0.1% -$34.4K 5.08% 3
2025
Q3 		$33.3M Hold
91,027
– – 5.42% 3
2025
Q2 		$30.9M Buy
91,027
+431
+0.5% +$135K 5.44% 3
2025
Q1 		$27.8M Buy
+90,596
New +$29.3M 5.51% 3
2024
Q4 		– Sell
-90,883
Closed -$28.6M – 20
2024
Q3 		$28.6M Sell
90,883
-45
-0% -$13.6K 5.25% 3
2024
Q2 		$27.1M Buy
90,928
+208
+0.2% +$59.7K 5.29% 3
2024
Q1 		$26.1M Buy
90,720
+252
+0.3% +$69.1K 5.07% 3
2023
Q4 		$23.7M Buy
90,468
+310
+0.3% +$75.9K 4.83% 3
2023
Q3 		$22M Hold
90,158
– – 4.59% 4
2023
Q2 		$22M Hold
90,158
– – 4.63% 4
2023
Q1 		$20.3M Buy
90,158
+69,179
+330% +$15.2M 4.45% 4
2022
Q4 		$4.49M Sell
20,979
-69,569
-77% -$14.7M 1.04% 9
2022
Q3 		$17.9M Hold
90,548
– – 4.46% 4
2022
Q2 		$18.8M Hold
90,548
– – 4.24% 4
2022
Q1 		$22.6M Hold
90,548
– – 4.49% 3
2021
Q4 		$23.4M Sell
90,548
-178
-0.2% -$45.8K 4.5% 3
2021
Q3 		$21.9M Sell
90,726
-16
-0% -$3.98K 4.33% 3
2021
Q2 		$22M Sell
90,742
-137
-0.2% -$32.3K 4.35% 3
2021
Q1 		$20.3M Sell
90,879
-293
-0.3% -$64.2K 6.11% 2
2020
Q4 		$19.3M Hold
91,172
– – 6.14% 2
2020
Q3 		$17.1M Sell
91,172
-11
-0% -$2.03K 6.58% 2
2020
Q2 		$15.7M Sell
91,183
-34
-0% -$5.5K 6.17% 2
2020
Q1 		$12.9M Sell
91,217
-1,358
-1% -$230K 5.55% 2
2019
Q4 		$16.5M Buy
+92,575
New +$15.8M 15.2% 2

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

TFO Wealth Partners's IWB Position: Q1 2026 in Review

TFO Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 0.29% in Q1 2026, selling an estimated $98.4K and leaving 90,670 shares worth $32.3M. The position accounts for 4.4% of the portfolio, ranked #3.

TFO Wealth Partners first reported a position in IWB in Q4 2019 and has held it in 25 quarters since. The position peaked at $34M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • TFO Wealth Partners held 90,670 shares of iShares Russell 1000 ETF worth $32.3M as of Q1 2026.
  • TFO Wealth Partners sold 264 iShares Russell 1000 ETF shares in Q1 2026, an estimated $98.4K.
  • iShares Russell 1000 ETF made up 4.4% of TFO Wealth Partners's portfolio in Q1 2026, its #3 holding.
  • TFO Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 25 quarters since.
  • TFO Wealth Partners's iShares Russell 1000 ETF position peaked at $34M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.