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Tidal Investments’s iShares Russell 1000 ETF IWB Stock Holding History

Tidal Investments’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 		$8.11M Buy
19,793
+910
+5% +$361K 0.01% 771
2026
Q1 		$6.73M Buy
18,883
+1,286
+7% +$479K 0.01% 706
2025
Q4 		$6.57M Buy
17,597
+3,681
+26% +$1.36M 0.02% 566
2025
Q3 		$5.09M Buy
13,916
+1,463
+12% +$515K 0.01% 583
2025
Q2 		$4.23M Buy
12,453
+5,329
+75% +$1.67M 0.03% 486
2025
Q1 		$2.19M Buy
+7,124
New +$2.3M 0.02% 664
2024
Q4 		– Sell
-2,644
Closed -$831K – 1925
2024
Q3 		$831K Buy
2,644
+719
+37% +$218K 0.01% 1097
2024
Q2 		$573K Buy
+1,925
New +$553K 0.01% 1228
2023
Q4 		– Sell
-1,147
Closed -$269K – 1470
2023
Q3 		$269K Hold
1,147
– – 0.01% 1104
2023
Q2 		$281K Hold
1,147
– – 0.01% 1068
2023
Q1 		$258K Hold
1,147
– – 0.01% 1080
2022
Q4 		$241K Hold
1,147
– – 0.01% 975
2022
Q3 		$226K Hold
1,147
– – 0.01% 914
2022
Q2 		$238K Hold
1,147
– – 0.01% 920
2022
Q1 		$287K Hold
1,147
– – 0.01% 839
2021
Q4 		$303K Hold
1,147
– – 0.01% 763
2021
Q3 		$277K Hold
1,147
– – 0.01% 703
2021
Q2 		$278K Hold
1,147
– – 0.01% 603
2021
Q1 		$257K Sell
1,147
-1,800
-61% -$394K 0.01% 471
2020
Q4 		$624K Sell
2,947
-1,238
-30% -$247K 0.04% 203
2020
Q3 		$7.83M Sell
4,185
-1,880
-31% -$347K 1.05% 20
2020
Q2 		$1.04M Hold
6,065
– – 0.14% 95
2020
Q1 		$858K Sell
6,065
-532
-8% -$89.9K 0.25% 77
2019
Q4 		$1.18M Hold
6,597
– – 0.5% 67
2019
Q3 		$1.08M Hold
6,597
– – 0.49% 69
2019
Q2 		$1.07M Buy
+6,597
New +$1.06M 0.59% 62
2019
Q1 		– Sell
-3,750
Closed -$520K – 108
2018
Q4 		$520K Buy
+3,750
New +$561K 0.4% 69

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 29.18% 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

Tidal Investments's IWB Position: Q2 2026 in Review

Tidal Investments increased its iShares Russell 1000 ETF (IWB) stake by 4.8% in Q2 2026, buying an estimated $361K and bringing the position to 19,793 shares worth $8.11M. The position accounts for 0.01% of the portfolio, ranked #771.

Tidal Investments first reported a position in IWB in Q4 2018 and has held it in 27 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Tidal Investments held 19,793 shares of iShares Russell 1000 ETF worth $8.11M as of Q2 2026.
  • Tidal Investments bought 910 iShares Russell 1000 ETF shares in Q2 2026, an estimated $361K.
  • iShares Russell 1000 ETF made up 0.01% of Tidal Investments's portfolio in Q2 2026, its #771 holding.
  • Tidal Investments first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 27 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.