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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
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 $2.3T 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

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

Triad Wealth Partners increased its iShares Russell 1000 ETF (IWB) stake by 40% in Q2 2026, buying an estimated $164K and bringing the position to 1,450 shares worth $601K. The position accounts for 0.04% of the portfolio, ranked #285.

Triad Wealth Partners first reported a position in IWB in Q3 2025 and has held it in 4 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Triad Wealth Partners held 1,450 shares of iShares Russell 1000 ETF worth $601K as of Q2 2026.
  • Triad Wealth Partners bought 414 iShares Russell 1000 ETF shares in Q2 2026, an estimated $164K.
  • iShares Russell 1000 ETF made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #285 holding.
  • Triad Wealth Partners first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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