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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
Q2 		$36.9M Sell
90,216
-454
-0.5% -$180K 4.02% 4
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's IWB Position: Q2 2026 in Review

TFO Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 0.5% in Q2 2026, selling an estimated $180K and leaving 90,216 shares worth $36.9M. The position accounts for 4.02% of the portfolio, ranked #4.

TFO Wealth Partners first reported a position in IWB in Q4 2019 and has held it in 26 quarters since. 1,549 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • TFO Wealth Partners held 90,216 shares of iShares Russell 1000 ETF worth $36.9M as of Q2 2026.
  • TFO Wealth Partners sold 454 iShares Russell 1000 ETF shares in Q2 2026, an estimated $180K.
  • iShares Russell 1000 ETF made up 4.02% of TFO Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • TFO Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,549 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.