WBH Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

WBH Advisory’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	$409K	Buy	1,138 +159	+16%	+$59.2K	0.03%	257
2025 Q4	$366K	Hold	979	–	–	0.03%	271
2025 Q3	$358K	Sell	979 -3	-0.3%	-$1.06K	0.03%	272
2025 Q2	$333K	Buy	+982	New	+$308K	0.03%	276
2022 Q1	–	Sell	-808	Closed	-$214K	–	321
2021 Q4	$214K	Buy	+808	New	+$208K	0.02%	301

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

WBH Advisory's IWB Position: Q1 2026 in Review

WBH Advisory increased its iShares Russell 1000 ETF (IWB) stake by 16% in Q1 2026, buying an estimated $59.2K and bringing the position to 1,138 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #257.

WBH Advisory first reported a position in IWB in Q4 2021 and has held it in 5 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

WBH Advisory held 1,138 shares of iShares Russell 1000 ETF worth $409K as of Q1 2026.
WBH Advisory bought 159 iShares Russell 1000 ETF shares in Q1 2026, an estimated $59.2K.
iShares Russell 1000 ETF made up 0.03% of WBH Advisory's portfolio in Q1 2026, its #257 holding.
WBH Advisory first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 5 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.