UP Strategic Wealth Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

UP Strategic Wealth Investment Advisors’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	$8.59M	Hold	21,509	–	–	5.41%	5
2025 Q4	$8.14M	Hold	21,509	–	–	5.91%	3
2025 Q3	$7.86M	Hold	21,509	–	–	5.89%	3
2025 Q2	$7.3M	Hold	21,509	–	–	5.7%	3
2025 Q1	$6.6M	Hold	21,509	–	–	5.87%	3
2024 Q4	$6.93M	Hold	21,509	–	–	6.93%	3
2024 Q3	$6.76M	Hold	21,509	–	–	7.57%	3
2024 Q2	$6.4M	Hold	21,509	–	–	9.69%	3
2024 Q1	$6.2M	Buy	21,509 +425	+2%	+$116K	10.14%	3
2023 Q4	$5.53M	Buy	+21,084	New	+$5.16M	10.09%	3

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

UP Strategic Wealth Investment Advisors's IWB Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 21,509 shares worth $8.59M. The position accounts for 5.41% of the portfolio, ranked #5.

UP Strategic Wealth Investment Advisors first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

UP Strategic Wealth Investment Advisors held 21,509 shares of iShares Russell 1000 ETF worth $8.59M as of Q1 2026.
UP Strategic Wealth Investment Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 5.41% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #5 holding.
UP Strategic Wealth Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.