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 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

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

Waterfront Wealth's IWB Position: Q1 2026 in Review

Waterfront Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 0.94% in Q1 2026, selling an estimated $10.8K and leaving 3,066 shares worth $1.09M. The position accounts for 0.2% of the portfolio, ranked #144.

Waterfront Wealth first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.18M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Waterfront Wealth held 3,066 shares of iShares Russell 1000 ETF worth $1.09M as of Q1 2026.
Waterfront Wealth sold 29 iShares Russell 1000 ETF shares in Q1 2026, an estimated $10.8K.
iShares Russell 1000 ETF made up 0.2% of Waterfront Wealth's portfolio in Q1 2026, its #144 holding.
Waterfront Wealth first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
Waterfront Wealth's iShares Russell 1000 ETF position peaked at $1.18M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Waterfront Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.