True Wealth Design’s iShares Russell 1000 ETF IWB Stock Holding History

True Wealth Design’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	–	Sell	-86	Closed	-$32.1K	–	2775
2025 Q4	$32.1K	Buy	+86	New	+$31.9K	0.01%	460

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

True Wealth Design's IWB Position: Q1 2026 in Review

True Wealth Design sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 86 shares — an estimated $32.1K sold.

True Wealth Design first reported a position in IWB in Q4 2025 and held it in 1 quarter. The position peaked at $32.1K in Q4 2025. 1,470 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

True Wealth Design reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 86 iShares Russell 1000 ETF shares in Q1 2026, an estimated $32.1K.
True Wealth Design first reported a position in iShares Russell 1000 ETF in Q4 2025 and held it in 1 quarter.
True Wealth Design's iShares Russell 1000 ETF position peaked at $32.1K in Q4 2025.
1,470 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.