Triad Wealth Partners
IWB icon

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

Triad 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
Q3 		$566K Sell
1,361
-89
-6% -$37K 0.03% 292
2026
Q2 		$601K Buy
1,450
+414
+40% +$164K 0.04% 285
2026
Q1 		$369K Sell
1,036
-216
-17% -$80.5K 0.03% 348
2025
Q4 		$468K Buy
1,252
+604
+93% +$224K 0.04% 284
2025
Q3 		$237K Buy
+648
New +$228K 0.03% 328

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Triad Wealth Partners's IWB Position: Q3 2026 in Review

Triad Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 6.1% in Q3 2026, selling an estimated $37K and leaving 1,361 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #292.

Triad Wealth Partners first reported a position in IWB in Q3 2025 and has held it in 5 quarters since. The position peaked at $601K in Q2 2026. 1,388 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Triad Wealth Partners held 1,361 shares of iShares Russell 1000 ETF worth $566K as of Q3 2026.
  • Triad Wealth Partners sold 89 iShares Russell 1000 ETF shares in Q3 2026, an estimated $37K.
  • iShares Russell 1000 ETF made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #292 holding.
  • Triad Wealth Partners first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 5 quarters since.
  • Triad Wealth Partners's iShares Russell 1000 ETF position peaked at $601K in Q2 2026.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.