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Waddell & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Waddell & Associates’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
-548
Closed -$205K – 473
2025
Q4 		$205K Buy
+548
New +$203K 0.01% 360

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 $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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 $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
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

Waddell & Associates's IWB Position: Q1 2026 in Review

Waddell & Associates sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 548 shares — an estimated $205K sold.

Waddell & Associates first reported a position in IWB in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 1,470 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Waddell & Associates reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • Waddell & Associates sold 548 iShares Russell 1000 ETF shares in Q1 2026, an estimated $205K.
  • Waddell & Associates first reported a position in iShares Russell 1000 ETF in Q4 2025 and held it in 1 quarter.
  • Waddell & Associates's iShares Russell 1000 ETF position peaked at $205K in Q4 2025.
  • 1,470 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Waddell & Associates's 13F filing for Q1 2026, filed 11 May 2026.