Tradition Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Tradition Wealth Management’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	$901K	Sell	2,526 -41	-2%	-$15.3K	0.06%	206
2025 Q4	$959K	Sell	2,567 -40	-2%	-$14.8K	0.07%	195
2025 Q3	$953K	Sell	2,607 -73	-3%	-$25.7K	0.07%	192
2025 Q2	$910K	Sell	2,680 -7	-0.3%	-$2.2K	0.07%	188
2025 Q1	$824K	Buy	2,687 +168	+7%	+$54.3K	0.07%	189
2024 Q4	$812K	Sell	2,519 -89	-3%	-$28.8K	0.07%	189
2024 Q3	$820K	Hold	2,608	–	–	0.07%	180
2024 Q2	$776K	Buy	2,608 +1,345	+106%	+$386K	0.08%	177
2024 Q1	$364K	Buy	+1,263	New	+$346K	0.04%	271
2022 Q2	–	Sell	-1,280	Closed	-$320K	–	1112
2022 Q1	$320K	Hold	1,280	–	–	0.04%	242
2021 Q4	$338K	Hold	1,280	–	–	0.04%	229
2021 Q3	$309K	Sell	1,280 -190	-13%	-$47.2K	0.04%	219
2021 Q2	$356K	Sell	1,470 -90	-6%	-$21.2K	0.05%	215
2021 Q1	$349K	Sell	1,560 -300	-16%	-$65.7K	0.06%	191
2020 Q4	$394K	Buy	+1,860	New	+$371K	0.08%	170

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

Tradition Wealth Management's IWB Position: Q1 2026 in Review

Tradition Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 1.6% in Q1 2026, selling an estimated $15.3K and leaving 2,526 shares worth $901K. The position accounts for 0.06% of the portfolio, ranked #206.

Tradition Wealth Management first reported a position in IWB in Q4 2020 and has held it in 15 quarters since. The position peaked at $959K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Tradition Wealth Management held 2,526 shares of iShares Russell 1000 ETF worth $901K as of Q1 2026.
Tradition Wealth Management sold 41 iShares Russell 1000 ETF shares in Q1 2026, an estimated $15.3K.
iShares Russell 1000 ETF made up 0.06% of Tradition Wealth Management's portfolio in Q1 2026, its #206 holding.
Tradition Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 15 quarters since.
Tradition Wealth Management's iShares Russell 1000 ETF position peaked at $959K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.