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Waldron Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Waldron Private Wealth’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
Q2 		$5.51M Sell
13,466
-373
-3% -$148K 0.19% 55
2026
Q1 		$4.93M Sell
13,839
-355
-3% -$132K 0.19% 57
2025
Q4 		$5.3M Sell
14,194
-1,943
-12% -$720K 0.21% 53
2025
Q3 		$5.9M Sell
16,137
-170
-1% -$59.9K 0.24% 50
2025
Q2 		$5.54M Sell
16,307
-74
-0.5% -$23.2K 0.24% 51
2025
Q1 		$5.02M Sell
16,381
-471
-3% -$152K 0.24% 53
2024
Q4 		$5.43M Sell
16,852
-165
-1% -$53.5K 0.22% 61
2024
Q3 		$5.35M Sell
17,017
-3,677
-18% -$1.11M 0.22% 61
2024
Q2 		$6.16M Sell
20,694
-442
-2% -$127K 0.28% 51
2024
Q1 		$6.09M Buy
21,136
+3,232
+18% +$886K 0.27% 51
2023
Q4 		$4.7M Sell
17,904
-112
-0.6% -$27.4K 0.22% 59
2023
Q3 		$4.25M Sell
18,016
-162
-0.9% -$39.7K 0.22% 58
2023
Q2 		$4.43M Sell
18,178
-980
-5% -$226K 0.22% 59
2023
Q1 		$4.31M Sell
19,158
-393
-2% -$86.5K 0.21% 63
2022
Q4 		$3.86M Hold
19,551
– – 0.24% 66
2022
Q3 		$3.86M Buy
19,551
+9,634
+97% +$2.11M 0.24% 66
2022
Q2 		$2.06M Buy
9,917
+68
+0.7% +$15.4K 0.12% 107
2022
Q1 		$2.46M Sell
9,849
-36
-0.4% -$8.89K 0.13% 102
2021
Q4 		$2.61M Buy
9,885
+178
+2% +$45.8K 0.13% 99
2021
Q3 		$2.35M Buy
9,707
+982
+11% +$244K 0.14% 98
2021
Q2 		$2.11M Sell
8,725
-17
-0.2% -$4K 0.14% 95
2021
Q1 		$1.96M Buy
8,742
+211
+2% +$46.2K 0.14% 89
2020
Q4 		$1.81M Buy
8,531
+194
+2% +$38.7K 0.13% 94
2020
Q3 		$1.56M Buy
8,337
+1,781
+27% +$329K 0.13% 94
2020
Q2 		$1.13M Buy
6,556
+49
+0.8% +$7.93K 0.1% 106
2020
Q1 		$920K Sell
6,507
-1,366
-17% -$231K 0.1% 111
2019
Q4 		$1.4M Sell
7,873
-2,131
-21% -$364K 0.13% 91
2019
Q3 		$1.65M Sell
10,004
-663
-6% -$109K 0.17% 78
2019
Q2 		$1.74M Buy
10,667
+801
+8% +$128K 0.18% 57
2019
Q1 		$1.55M Buy
9,866
+1,353
+16% +$205K 0.17% 64
2018
Q4 		$1.18M Buy
8,513
+2,179
+34% +$326K 0.17% 62
2018
Q3 		$1.02M Sell
6,334
-250
-4% -$39.7K 0.2% 54
2018
Q2 		$1M Buy
6,584
+4,026
+157% +$607K 0.22% 47
2018
Q1 		$375K Buy
2,558
+167
+7% +$25.4K 0.08% 104
2017
Q4 		$355K Buy
+2,391
New +$346K 0.08% 108

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Waldron Private Wealth's IWB Position: Q2 2026 in Review

Waldron Private Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 2.7% in Q2 2026, selling an estimated $148K and leaving 13,466 shares worth $5.51M. The position accounts for 0.19% of the portfolio, ranked #55.

Waldron Private Wealth first reported a position in IWB in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.16M in Q2 2024. 487 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Waldron Private Wealth held 13,466 shares of iShares Russell 1000 ETF worth $5.51M as of Q2 2026.
  • Waldron Private Wealth sold 373 iShares Russell 1000 ETF shares in Q2 2026, an estimated $148K.
  • iShares Russell 1000 ETF made up 0.19% of Waldron Private Wealth's portfolio in Q2 2026, its #55 holding.
  • Waldron Private Wealth first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 35 quarters since.
  • Waldron Private Wealth's iShares Russell 1000 ETF position peaked at $6.16M in Q2 2024.
  • 487 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.