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Wealth Dimensions Group’s iShares Russell 1000 ETF IWB Stock Holding History

Wealth Dimensions Group’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 		$258K Hold
724
– – 0.05% 147
2025
Q4 		$270K Hold
724
– – 0.05% 138
2025
Q3 		$265K Hold
724
– – 0.05% 149
2025
Q2 		$246K Buy
+724
New +$227K 0.05% 147

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wealth Dimensions Group's IWB Position: Q1 2026 in Review

Wealth Dimensions Group held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 724 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #147.

Wealth Dimensions Group first reported a position in IWB in Q2 2025 and has held it in 4 quarters since. The position peaked at $270K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Wealth Dimensions Group held 724 shares of iShares Russell 1000 ETF worth $258K as of Q1 2026.
  • Wealth Dimensions Group left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.05% of Wealth Dimensions Group's portfolio in Q1 2026, its #147 holding.
  • Wealth Dimensions Group first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • Wealth Dimensions Group's iShares Russell 1000 ETF position peaked at $270K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.