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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waterfront Wealth's IWB Position: Q2 2026 in Review

Waterfront Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 0.62% in Q2 2026, selling an estimated $7.53K and leaving 3,047 shares worth $1.26M. The position accounts for 0.2% of the portfolio, ranked #138.

Waterfront Wealth first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Waterfront Wealth held 3,047 shares of iShares Russell 1000 ETF worth $1.26M as of Q2 2026.
Waterfront Wealth sold 19 iShares Russell 1000 ETF shares in Q2 2026, an estimated $7.53K.
iShares Russell 1000 ETF made up 0.2% of Waterfront Wealth's portfolio in Q2 2026, its #138 holding.
Waterfront Wealth first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.