Waterfront Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Waterfront 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 Q3	$1.28M	Buy	3,048 +1	+0%	+$416	0.2%	141
2026 Q2	$1.26M	Sell	3,047 -19	-0.6%	-$7.53K	0.2%	138
2026 Q1	$1.09M	Sell	3,066 -29	-0.9%	-$10.8K	0.2%	144
2025 Q4	$1.18M	Buy	3,095 +29	+0.9%	+$10.7K	0.22%	136
2025 Q3	$1.12M	Sell	3,066 -58	-2%	-$20.4K	0.23%	129
2025 Q2	$1.06M	Hold	3,124	–	–	0.24%	127
2025 Q1	$958K	Hold	3,124	–	–	0.23%	136
2024 Q4	$1.01M	Buy	3,124 +1,136	+57%	+$368K	0.25%	133
2024 Q3	$634K	Hold	1,988	–	–	0.16%	172
2024 Q2	$591K	Buy	1,988 +1	+0.1%	+$287	0.16%	166
2024 Q1	$553K	Hold	1,987	–	–	0.15%	171
2023 Q4	$521K	Hold	1,987	–	–	0.15%	164
2023 Q3	$459K	Hold	1,987	–	–	0.15%	169
2023 Q2	$499K	Buy	1,987 +40	+2%	+$9.21K	0.15%	171
2023 Q1	$439K	Hold	1,947	–	–	0.14%	169
2022 Q4	$436K	Sell	1,947 -1	-0.1%	-$212	0.15%	170
2022 Q3	$413K	Hold	1,948	–	–	0.16%	165
2022 Q2	$405K	Hold	1,948	–	–	0.16%	164
2022 Q1	$482K	Hold	1,948	–	–	0.17%	136
2021 Q4	$515K	Hold	1,948	–	–	0.2%	117
2021 Q3	$471K	Hold	1,948	–	–	0.23%	101
2021 Q2	$472K	Hold	1,948	–	–	0.22%	102
2021 Q1	$441K	Hold	1,948	–	–	0.22%	103
2020 Q4	$413K	Buy	+1,948	New	+$389K	0.29%	80

Other funds holding IWB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Waterfront Wealth's IWB Position: Q3 2026 in Review

Waterfront Wealth increased its iShares Russell 1000 ETF (IWB) stake by 0.03% in Q3 2026, buying an estimated $416 and bringing the position to 3,048 shares worth $1.28M. The position accounts for 0.2% of the portfolio, ranked #141.

Waterfront Wealth first reported a position in IWB in Q4 2020 and has held it in 24 quarters since. 1,025 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Waterfront Wealth held 3,048 shares of iShares Russell 1000 ETF worth $1.28M as of Q3 2026.
Waterfront Wealth bought 1 iShares Russell 1000 ETF share in Q3 2026, an estimated $416.
iShares Russell 1000 ETF made up 0.2% of Waterfront Wealth's portfolio in Q3 2026, its #141 holding.
Waterfront Wealth first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 24 quarters since.
1,025 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.