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

Wealth Alliance’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 		$842K Sell
2,056
-367
-15% -$145K 0.07% 216
2026
Q1 		$864K Sell
2,423
-2,724
-53% -$1.02M 0.09% 204
2025
Q4 		$1.92M Buy
5,147
+424
+9% +$157K 0.19% 96
2025
Q3 		$1.73M Sell
4,723
-25
-0.5% -$8.81K 0.18% 105
2025
Q2 		$1.61M Sell
4,748
-220
-4% -$69.1K 0.18% 114
2025
Q1 		$1.52M Buy
4,968
+3,654
+278% +$1.18M 0.18% 109
2024
Q4 		$423K Sell
1,314
-6
-0.5% -$1.94K 0.05% 293
2024
Q3 		$415K Buy
1,320
+122
+10% +$36.9K 0.05% 313
2024
Q2 		$356K Sell
1,198
-511
-30% -$147K 0.05% 335
2024
Q1 		$492K Sell
1,709
-1,759
-51% -$482K 0.06% 273
2023
Q4 		$909K Sell
3,468
-257
-7% -$62.9K 0.13% 163
2023
Q3 		$875K Buy
3,725
+266
+8% +$65.1K 0.14% 150
2023
Q2 		$843K Sell
3,459
-235
-6% -$54.1K 0.13% 169
2023
Q1 		$832K Buy
3,694
+904
+32% +$199K 0.13% 169
2022
Q4 		$587K Sell
2,790
-450
-14% -$95.3K 0.1% 212
2022
Q3 		$640K Buy
3,240
+930
+40% +$204K 0.13% 180
2022
Q2 		$480K Buy
2,310
+979
+74% +$221K 0.09% 220
2022
Q1 		$333K Buy
+1,331
New +$329K 0.07% 307

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Alliance's IWB Position: Q2 2026 in Review

Wealth Alliance reduced its iShares Russell 1000 ETF (IWB) stake by 15% in Q2 2026, selling an estimated $145K and leaving 2,056 shares worth $842K. The position accounts for 0.07% of the portfolio, ranked #216.

Wealth Alliance first reported a position in IWB in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.92M in Q4 2025. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Wealth Alliance held 2,056 shares of iShares Russell 1000 ETF worth $842K as of Q2 2026.
  • Wealth Alliance sold 367 iShares Russell 1000 ETF shares in Q2 2026, an estimated $145K.
  • iShares Russell 1000 ETF made up 0.07% of Wealth Alliance's portfolio in Q2 2026, its #216 holding.
  • Wealth Alliance first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 18 quarters since.
  • Wealth Alliance's iShares Russell 1000 ETF position peaked at $1.92M in Q4 2025.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.