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Transamerica Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Transamerica Financial Advisors’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 		$526K Buy
1,474
+184
+14% +$68.6K 0.04% 284
2025
Q4 		$482K Buy
1,290
+447
+53% +$166K 0.04% 272
2025
Q3 		$308K Buy
+843
New +$297K 0.03% 280
2016
Q4 		– Sell
-255
Closed -$31K – 448
2016
Q3 		$31K Hold
255
– – ﹤0.01% 239
2016
Q2 		$30K Buy
+255
New +$29.4K ﹤0.01% 231

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

Transamerica Financial Advisors's IWB Position: Q1 2026 in Review

Transamerica Financial Advisors increased its iShares Russell 1000 ETF (IWB) stake by 14% in Q1 2026, buying an estimated $68.6K and bringing the position to 1,474 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #284.

Transamerica Financial Advisors first reported a position in IWB in Q2 2016 and has held it in 5 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Transamerica Financial Advisors held 1,474 shares of iShares Russell 1000 ETF worth $526K as of Q1 2026.
  • Transamerica Financial Advisors bought 184 iShares Russell 1000 ETF shares in Q1 2026, an estimated $68.6K.
  • iShares Russell 1000 ETF made up 0.04% of Transamerica Financial Advisors's portfolio in Q1 2026, its #284 holding.
  • Transamerica Financial Advisors first reported a position in iShares Russell 1000 ETF in Q2 2016 and has held it in 5 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.