TF
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Tudor Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Tudor Financial’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 		$8.46M Sell
23,716
-244
-1% -$90.9K 4.32% 4
2025
Q4 		$8.95M Sell
23,960
-223
-0.9% -$82.6K 4.58% 4
2025
Q3 		$8.84M Sell
24,183
-5
-0% -$1.76K 4.7% 2
2025
Q2 		$8.21M Sell
24,188
-731
-3% -$229K 4.65% 3
2025
Q1 		$7.64M Sell
24,919
-27
-0.1% -$8.73K 4.59% 4
2024
Q4 		$8.04M Sell
24,946
-563
-2% -$182K 4.7% 3
2024
Q3 		$8.02M Buy
+25,509
New +$7.73M 4.94% 3

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

Tudor Financial's IWB Position: Q1 2026 in Review

Tudor Financial reduced its iShares Russell 1000 ETF (IWB) stake by 1% in Q1 2026, selling an estimated $90.9K and leaving 23,716 shares worth $8.46M. The position accounts for 4.32% of the portfolio, ranked #4.

Tudor Financial first reported a position in IWB in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.95M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Tudor Financial held 23,716 shares of iShares Russell 1000 ETF worth $8.46M as of Q1 2026.
  • Tudor Financial sold 244 iShares Russell 1000 ETF shares in Q1 2026, an estimated $90.9K.
  • iShares Russell 1000 ETF made up 4.32% of Tudor Financial's portfolio in Q1 2026, its #4 holding.
  • Tudor Financial first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 7 quarters since.
  • Tudor Financial's iShares Russell 1000 ETF position peaked at $8.95M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Tudor Financial's 13F filing for Q1 2026, filed 14 May 2026.