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

TSA 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	$2.36M	Buy	6,608 +122	+2%	+$45.5K	0.76%	29
2025 Q4	$2.42M	Sell	6,486 -135	-2%	-$50K	0.8%	28
2025 Q3	$2.42M	Buy	6,621 +57	+0.9%	+$20.1K	0.82%	29
2025 Q2	$2.23M	Buy	6,564 +908	+16%	+$285K	0.81%	28
2025 Q1	$1.73M	Buy	5,656 +2,063	+57%	+$667K	0.69%	29
2024 Q4	$1.16M	Buy	3,593 +32	+0.9%	+$10.4K	0.47%	31
2024 Q3	$1.12M	Buy	3,561 +129	+4%	+$39.1K	0.45%	31
2024 Q2	$1.02M	Buy	3,432 +1,251	+57%	+$359K	0.43%	32
2024 Q1	$628K	Sell	2,181 -2,181	-50%	-$598K	0.27%	37
2023 Q4	$1.14M	Buy	+4,362	New	+$1.07M	0.53%	31

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

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

TSA Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 1.9% in Q1 2026, buying an estimated $45.5K and bringing the position to 6,608 shares worth $2.36M. The position accounts for 0.76% of the portfolio, ranked #29.

TSA Wealth Management first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.42M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

TSA Wealth Management held 6,608 shares of iShares Russell 1000 ETF worth $2.36M as of Q1 2026.
TSA Wealth Management bought 122 iShares Russell 1000 ETF shares in Q1 2026, an estimated $45.5K.
iShares Russell 1000 ETF made up 0.76% of TSA Wealth Management's portfolio in Q1 2026, its #29 holding.
TSA Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
TSA Wealth Management's iShares Russell 1000 ETF position peaked at $2.42M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on TSA Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.